HBK Sorce Advisory’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
2024
Q1
Sell
-10,874
Closed -$92.8K 617
2023
Q4
$92.8K Sell
10,874
-1,278
-11% -$10.9K ﹤0.01% 546
2023
Q3
$103K Buy
+12,152
New +$103K ﹤0.01% 534