Kelman-Lazarov Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $172K | Sell |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $376K | Sell |
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|
2019
Q1 | $559K | Sell |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $2.48M | Sell |
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|
2018
Q2 | $2.58M | Sell |
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|
2018
Q1 | $2.55M | Buy |
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|
2017
Q4 | $2.56M | Buy |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $2.26M | Sell |
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|
2017
Q1 | $2.19M | Sell |
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|
2016
Q4 | $2.11M | Sell |
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|
2016
Q3 | $2.18M | Sell |
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|
2016
Q2 | $2.16M | Sell |
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|
2016
Q1 | $2.2M | Buy |
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