Joel Isaacson & Co’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 | $576K | Hold |
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|
2025
Q1 | $504K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $0 | Hold |
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|
2014
Q2 | $0 | Hold |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $0 | Buy |
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