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NewEdge Wealth’s Adams Diversified Equity Fund ADX Stock Holding History

NewEdge Wealth’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$321K Hold
14,813
– – 0.01% 816
2025
Q1 		$281K Hold
14,813
– – 0.01% 787
2024
Q4 		$299K Hold
14,813
– – 0.01% 766
2024
Q3 		$319K Buy
+14,813
New +$319K 0.01% 711