Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $679K | Sell |
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|
2019
Q1 | $641K | Buy |
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|
2018
Q4 | $473K | Buy |
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|
2018
Q3 | $309K | Buy |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $276K | Buy |
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|
2017
Q3 | $235K | Buy |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $196K | Buy |
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|
2016
Q4 | $139K | Buy |
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|
2016
Q3 | $88K | Sell |
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|
2016
Q2 | $87K | Buy |
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|
2016
Q1 | $87K | Sell |
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|
2015
Q4 | $94K | Buy |
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|
2015
Q3 | $73K | Buy |
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|
2015
Q2 | $79K | Buy |
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|
2015
Q1 | $44K | Buy |
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|
2014
Q4 | $43K | Buy |
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|
2014
Q3 | $42K | Sell |
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|
2014
Q2 | $47K | Buy |
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|
2014
Q1 | $39K | Buy |
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|
2013
Q4 | $39K | Sell |
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|
2013
Q3 | $72K | Buy |
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|
2013
Q2 | $35K | Buy |
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