Destination Wealth Management’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-350
| Closed | -$9K | – | 386 |
|
|
2019
Q2 | $9K | Hold |
350
| – | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $9K | Hold |
350
| – | – | ﹤0.01% | 495 |
|
|
2018
Q4 | $8K | Hold |
350
| – | – | ﹤0.01% | 424 |
|
|
2018
Q3 | $9K | Hold |
350
| – | – | ﹤0.01% | 473 |
|
|
2018
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 413 |
|
|
2018
Q1 | $8K | Buy |
+350
| New | +$8K | ﹤0.01% | 417 |
|