CWP
Curated Wealth Partners’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,786
| Closed | -$325K | – | 130 |
|
|
2022
Q1 | $325K | Hold |
4,786
| – | – | 0.11% | 102 |
|
|
2021
Q4 | $325K | Buy |
4,786
+17
| +0.4% | +$1.15K | 0.11% | 105 |
|
|
2021
Q3 | $286K | Buy |
4,769
+152
| +3% | +$9.12K | 0.16% | 111 |
|
|
2021
Q2 | $280K | Buy |
4,617
+186
| +4% | +$11.3K | 0.15% | 116 |
|
|
2021
Q1 | $253K | Sell |
4,431
-573
| -11% | -$32.7K | 0.16% | 118 |
|
|
2020
Q4 | $252K | Buy |
+5,004
| New | +$252K | 0.16% | 120 |
|