Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $350K | Hold |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $363K | Hold |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $233K | Hold |
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|
2019
Q4 | $303K | Buy |
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|
2019
Q3 | $272K | Hold |
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|
2019
Q2 | $266K | Sell |
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|
2019
Q1 | $253K | Buy |
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|
2018
Q4 | $179K | Buy |
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