Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,201
Closed -$41K 5596
2021
Q1
$41K Sell
7,201
-34,731
-83% -$200K ﹤0.01% 2550
2020
Q4
$231K Buy
41,932
+40,325
+2,509% +$175K 0.02% 1004
2020
Q3
$4K Buy
+1,607
New +$5.94K ﹤0.01% 3592
2020
Q1
Hold
0
3940
2019
Q4
Hold
0
3901
2019
Q3
Hold
0
3986
2019
Q2
Hold
0
4144
2019
Q1
Hold
0
3945
2018
Q4
Hold
0
3850
2018
Q3
Hold
0
4026
2018
Q2
Sell
-299
Closed -$1.61K 4121
2018
Q1
$1K Buy
+299
New +$1.78K ﹤0.01% 3951
2017
Q4
Hold
0
4785
2017
Q3
Sell
-74,088
Closed -$584K 5766
2017
Q2
$584K Buy
+74,088
New +$625K 0.03% 609
2016
Q3
Sell
-779
Closed -$6K 6572
2016
Q2
$6K Sell
779
-378
-33% -$3.07K ﹤0.01% 4692
2016
Q1
$9K Sell
1,157
-1,882
-62% -$14.4K ﹤0.01% 4118
2015
Q4
$24K Buy
+3,039
New +$26.6K ﹤0.01% 3214

Other funds holding ADEA