Morling Financial Advisors’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,477
Closed -$65K 81
2022
Q1
$65K Buy
4,477
+116
+3% +$1.68K 0.08% 67
2021
Q4
$65K Buy
+4,361
New +$65K 0.06% 64