DWA
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Delap Wealth Advisory’s ADT ADT Stock Holding History

Delap Wealth Advisory’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-39,786
Closed -$302K – 65
2024
Q2 		$302K Buy
39,786
+17,837
+81% +$136K 0.14% 75
2024
Q1 		$147K Buy
+21,949
New +$147K 0.06% 254