FCMC
Founders Capital Management (Connecticut)’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
11,593
+241
| +2% | +$5.23K | 0.04% | 73 |
|
|
2025
Q1 | $216K | Buy |
11,352
+236
| +2% | +$4.48K | 0.04% | 74 |
|
|
2024
Q4 | $225K | Buy |
11,116
+903
| +9% | +$18.2K | 0.04% | 71 |
|
|
2024
Q3 | $220K | Sell |
10,213
-235
| -2% | -$5.07K | 0.04% | 76 |
|
|
2024
Q2 | $225K | Buy |
+10,448
| New | +$225K | 0.04% | 76 |
|
|
2022
Q2 | – | Sell |
-11,473
| Closed | -$212K | – | 68 |
|
|
2022
Q1 | $212K | Buy |
11,473
+24
| +0.2% | +$443 | 0.05% | 69 |
|
|
2021
Q4 | $222K | Buy |
11,449
+1,116
| +11% | +$21.6K | 0.05% | 64 |
|
|
2021
Q3 | $205K | Buy |
+10,333
| New | +$205K | 0.05% | 63 |
|