Hefty Wealth Partners’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $85K | Hold |
749
| – | – | 0.05% | 116 |
|
2017
Q4 | $88K | Hold |
749
| – | – | 0.05% | 111 |
|
2017
Q3 | $82K | Hold |
749
| – | – | 0.05% | 110 |
|
2017
Q2 | $76K | Hold |
749
| – | – | 0.05% | 105 |
|
2017
Q1 | $76K | Hold |
749
| – | – | 0.06% | 104 |
|
2016
Q4 | $76K | Hold |
749
| – | – | 0.06% | 96 |
|
2016
Q3 | $66K | Buy |
749
+630
| +529% | +$55.5K | 0.05% | 111 |
|
2016
Q2 | $10K | Hold |
119
| – | – | 0.01% | 143 |
|
2016
Q1 | $10K | Hold |
119
| – | – | 0.01% | 149 |
|
2015
Q4 | $10K | Buy |
+119
| New | +$10K | 0.01% | 141 |
|