J.W. Cole Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

J.W. Cole Advisors’s Portfolio ADX Stock Details ADX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$786K	Buy
2025 Q3	$733K	Buy
2025 Q2	$655K	Buy
2025 Q1	$572K	Buy
2020 Q4	–	Sell
2020 Q3	$546K	Buy
2020 Q2	$250K	Buy
2020 Q1	$194K	Sell
2019 Q4	$262K	Buy