EWM
EPG Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,741
| Closed | -$509K | – | 421 |
|
|
2023
Q2 | $509K | Buy |
6,741
+383
| +6% | +$28.9K | 0.15% | 147 |
|
|
2023
Q1 | $506K | Buy |
6,358
+3,688
| +138% | +$294K | 0.16% | 141 |
|
|
2022
Q4 | $248K | Buy |
+2,670
| New | +$248K | 0.09% | 181 |
|
|
2020
Q2 | – | Sell |
-116
| Closed | -$4K | – | 150 |
|
|
2020
Q1 | $4K | Hold |
116
| – | – | ﹤0.01% | 613 |
|
|
2019
Q4 | $5K | Buy |
+116
| New | +$5K | ﹤0.01% | 507 |
|