MorganRosel Wealth Management’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 | – | Sell |
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|
2025
Q2 | $115K | Hold |
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|
2025
Q1 | $100K | Buy |
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $313K | Hold |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $409K | Hold |
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|
2019
Q4 | $513K | Hold |
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|
2019
Q3 | $515K | Buy |
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