Dorchester Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,228
| Closed | -$209K | – | 115 |
|
|
2019
Q4 | $209K | Buy |
+1,228
| New | +$209K | 0.06% | 116 |
|
|
2019
Q3 | – | Sell |
-1,228
| Closed | -$203K | – | 129 |
|
|
2019
Q2 | $203K | Buy |
+1,228
| New | +$203K | 0.06% | 118 |
|
|
2019
Q1 | – | Sell |
-1,628
| Closed | -$213K | – | 132 |
|
|
2018
Q4 | $213K | Hold |
1,628
| – | – | 0.07% | 106 |
|
|
2018
Q3 | $245K | Buy |
1,628
+28
| +2% | +$4.21K | 0.08% | 100 |
|
|
2018
Q2 | $215K | Buy |
+1,600
| New | +$215K | 0.07% | 101 |
|