OAM
Optimal Asset Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,703
| Closed | -$1.18M | – | 348 |
|
|
2020
Q4 | $1.18M | Hold |
6,703
| – | – | 0.17% | 208 |
|
|
2020
Q3 | $935K | Buy |
6,703
+298
| +5% | +$41.6K | 0.14% | 240 |
|
|
2020
Q2 | $954K | Sell |
6,405
-6,200
| -49% | -$923K | 0.15% | 222 |
|
|
2020
Q1 | $1.72K | Buy |
12,605
+9,597
| +319% | +$1.31K | 0.16% | 212 |
|
|
2019
Q4 | $513K | Buy |
+3,008
| New | +$513K | 0.08% | 326 |
|