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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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