Doliver Advisors’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $505K | Buy |
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|
2021
Q2 | $430K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Sell |
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|
2020
Q1 | $237K | Buy |
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|
2019
Q4 | $161K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $688K | Buy |
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|
2017
Q4 | $576K | Sell |
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|
2017
Q3 | $1.87M | Sell |
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|
2017
Q2 | $1.79M | Sell |
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|
2017
Q1 | $1.8M | Sell |
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|
2016
Q4 | $2.11M | Sell |
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|
2016
Q3 | $2.35M | Sell |
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|
2016
Q2 | $2.37M | Buy |
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|
2016
Q1 | $1.99M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $522K | Buy |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $997K | Sell |
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|
2014
Q3 | $2.31M | Sell |
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|
2014
Q2 | $2.19M | Buy |
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|
2014
Q1 | $2.97M | Buy |
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|
2013
Q4 | $1.2M | Sell |
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|
2013
Q3 | $1.24M | Buy |
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|
2013
Q2 | $1.07M | Buy |
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