Pathstone Family Office’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
2023
Q3
$269K Buy
2021
Q1
Sell
2020
Q4
$0 Buy
2020
Q3
$0 Hold
2020
Q2
$0 Hold
2020
Q1
$0 Sell
2019
Q4
$327K Buy