Golden State Wealth Management’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09K | Hold |
312
| – | – | ﹤0.01% | 1355 |
|
|
2025
Q1 | $2.03K | Hold |
312
| – | – | ﹤0.01% | 1318 |
|
|
2024
Q4 | $1.89K | Buy |
+312
| New | +$1.89K | ﹤0.01% | 1261 |
|
|
2020
Q4 | – | Sell |
-313
| Closed | -$3K | – | 360 |
|
|
2020
Q3 | $3K | Buy |
+313
| New | +$3K | ﹤0.01% | 423 |
|
|
2020
Q2 | – | Sell |
-313
| Closed | -$2K | – | 656 |
|
|
2020
Q1 | $2K | Buy |
+313
| New | +$2K | ﹤0.01% | 870 |
|
|
2019
Q4 | – | Sell |
-313
| Closed | -$8K | – | 636 |
|
|
2019
Q3 | $8K | Hold |
313
| – | – | ﹤0.01% | 790 |
|
|
2019
Q2 | $7K | Hold |
313
| – | – | ﹤0.01% | 817 |
|
|
2019
Q1 | $8K | Buy |
+313
| New | +$8K | ﹤0.01% | 818 |
|