J.P. Morgan Private Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $353K | Hold |
21,232
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q2 | $357K | Hold |
21,232
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q1 | $330K | Sell |
21,232
-4,127
| -16% | -$64.2K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $369K | Buy |
25,359
+5,353
| +27% | +$77.8K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $291K | Hold |
20,006
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q2 | $307K | Hold |
20,006
| – | – | ﹤0.01% | 1637 |
|
|
2022
Q1 | $369K | Hold |
20,006
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q4 | $388K | Buy |
+20,006
| New | +$388K | ﹤0.01% | 1640 |
|