Gitterman Wealth Management’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,492
| Closed | -$87K | – | 106 |
|
|
2022
Q4 | $87K | Hold |
8,492
| – | – | 0.04% | 78 |
|
|
2022
Q3 | $79K | Hold |
8,492
| – | – | 0.08% | 69 |
|
|
2022
Q2 | $94K | Hold |
8,492
| – | – | 0.09% | 72 |
|
|
2022
Q1 | $124K | Hold |
8,492
| – | – | 0.1% | 94 |
|
|
2021
Q4 | $126K | Hold |
8,492
| – | – | 0.09% | 91 |
|
|
2021
Q3 | $145K | Hold |
8,492
| – | – | 0.12% | 69 |
|
|
2021
Q2 | $152K | Hold |
8,492
| – | – | 0.12% | 71 |
|
|
2021
Q1 | $152K | Buy |
+8,492
| New | +$152K | 0.1% | 62 |
|