OTA Financial Group’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
2021
Q4
Sell
2021
Q3
$309K Sell
2021
Q2
$357K Buy
2017
Q4
Sell
2017
Q3
$667K Buy
2017
Q2
$214K Hold
2017
Q1
$214K Buy