JP Morgan Private Wealth Advisors’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
2023
Q3
$353K Hold
2023
Q2
$357K Hold
2023
Q1
$330K Sell
2022
Q4
$369K Buy
2022
Q3
$291K Hold
2022
Q2
$307K Hold
2022
Q1
$369K Hold
2021
Q4
$388K Buy