EWA
ADX icon

EverSource Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

EverSource Wealth Advisors’s Portfolio ADX Stock Details ADX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-57
Closed -$958 – 2495
2023
Q2 		$958 Hold
57
– – ﹤0.01% 2247
2023
Q1 		$886 Hold
57
– – ﹤0.01% 2137
2022
Q4 		$829 Hold
57
– – ﹤0.01% 2138
2022
Q3 		$1K Buy
+57
New +$1K ﹤0.01% 1768