Piershale Financial Group’s Adams Diversified Equity Fund ADX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$32.3K Buy
1,920
+6
+0.3% +$101 0.02% 53
2023
Q1
$29.8K Buy
1,914
+4
+0.2% +$62 0.02% 49
2022
Q4
$27.8K Buy
+1,910
New +$27.8K 0.02% 50