IFP Advisors’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Buy |
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|
2025
Q1 | $17.5K | Hold |
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|
2024
Q4 | $18.6K | Hold |
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|
2024
Q3 | $19.8K | Hold |
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|
2024
Q2 | $19.8K | Hold |
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|
2024
Q1 | $18K | Hold |
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|
2023
Q4 | $16.3K | Hold |
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|
2023
Q3 | $15.3K | Hold |
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|
2023
Q2 | $15.5K | Hold |
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|
2023
Q1 | $14.2K | Sell |
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|
2022
Q4 | $71K | Sell |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $104K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $609K | Buy |
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|
2018
Q3 | $762K | Sell |
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|
2018
Q2 | $711K | Hold |
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|
2018
Q1 | $693K | Hold |
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|
2017
Q4 | $693K | Sell |
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|
2017
Q3 | $870K | Buy |
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|
2017
Q2 | $677K | Buy |
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|
2017
Q1 | $647K | Buy |
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|
2016
Q4 | $472K | Buy |
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|
2016
Q3 | $470K | Sell |
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|
2016
Q2 | $458K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $464K | Buy |
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