CWP
Curated Wealth Partners’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 133 |
|
|
2024
Q1 | – | Sell |
-1,265
| Closed | -$295K | – | 8 |
|
|
2023
Q4 | $295K | Buy |
1,265
+78
| +7% | +$18.2K | 0.05% | 119 |
|
|
2023
Q3 | $286K | Buy |
+1,187
| New | +$286K | 0.05% | 107 |
|
|
2022
Q2 | – | Sell |
-887
| Closed | -$220K | – | 131 |
|
|
2022
Q1 | $220K | Hold |
887
| – | – | 0.07% | 131 |
|
|
2021
Q4 | $220K | Buy |
+887
| New | +$220K | 0.07% | 135 |
|
|
2021
Q2 | – | Sell |
-1,077
| Closed | -$203K | – | 148 |
|
|
2021
Q1 | $203K | Buy |
+1,077
| New | +$203K | 0.12% | 135 |
|