Kiley Juergens Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-6,000
Closed -$100K 51
2018
Q3
$100K Hold
6,000
0.07% 152
2018
Q2
$92K Buy
+6,000
New +$92K 0.08% 145
2018
Q1
Sell
-6,500
Closed -$97K 94
2017
Q4
$97K Buy
+6,500
New +$97K 0.09% 132