Cypress Wealth Services’s Adams Diversified Equity Fund ADX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,493	Closed	-$241K	–	248
2023 Q1	$241K	Buy	+15,493	New	+$241K	0.07%	208