LA
Legacy Advisors’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,750
| Closed | -$58K | – | 117 |
|
|
2019
Q2 | $58K | Hold |
3,750
| – | – | 0.04% | 192 |
|
|
2019
Q1 | $54K | Buy |
+3,750
| New | +$54K | 0.02% | 208 |
|
|
2018
Q4 | – | Sell |
-3,750
| Closed | -$63K | – | 117 |
|
|
2018
Q3 | $63K | Buy |
+3,750
| New | +$63K | 0.03% | 214 |
|