Journey Strategic Wealth’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,691
| Closed | -$78.8K | – | 275 |
|
|
2022
Q4 | $78.8K | Sell |
7,691
-514
| -6% | -$5.26K | 0.01% | 238 |
|
|
2022
Q3 | $77K | Buy |
8,205
+2,799
| +52% | +$26.3K | 0.01% | 177 |
|
|
2022
Q2 | $60K | Sell |
5,406
-1,494
| -22% | -$16.6K | 0.01% | 122 |
|
|
2022
Q1 | $101K | Buy |
6,900
+1,581
| +30% | +$23.1K | 0.01% | 174 |
|
|
2021
Q4 | $79K | Buy |
+5,319
| New | +$79K | 0.01% | 205 |
|