Mariner’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $951K | Sell |
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|
2025
Q2 | $988K | Buy |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $572K | Buy |
|
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $577K | Sell |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $657K | Sell |
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|
2023
Q2 | $750K | Buy |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $644K | Buy |
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