PWA
Phoenix Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-991
| Closed | -$224K | – | 109 |
|
|
2022
Q3 | $224K | Hold |
991
| – | – | 0.22% | 99 |
|
|
2022
Q2 | $208K | Hold |
991
| – | – | 0.21% | 105 |
|
|
2022
Q1 | $236K | Hold |
991
| – | – | 0.24% | 84 |
|
|
2021
Q4 | $244K | Hold |
991
| – | – | 0.18% | 107 |
|
|
2021
Q3 | $198K | Hold |
991
| – | – | 0.15% | 114 |
|
|
2021
Q2 | $199K | Sell |
991
-250
| -20% | -$50.2K | 0.14% | 119 |
|
|
2021
Q1 | $235K | Buy |
1,241
+39
| +3% | +$7.39K | 0.18% | 102 |
|
|
2020
Q4 | $212K | Buy |
+1,202
| New | +$212K | 0.16% | 108 |
|