Joel Isaacson & Co’s Adams Resources & Energy Inc. AE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-25
| Closed | -$1K | – | 553 |
|
|
2016
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 633 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 703 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 707 |
|
|
2016
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 761 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 729 |
|
|
2015
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 712 |
|
|
2015
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 735 |
|
|
2015
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 663 |
|
|
2014
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 619 |
|
|
2014
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 598 |
|
|
2014
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 546 |
|
|
2014
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 558 |
|