Pinnacle Wealth Planning Services’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,327
| Closed | -$49K | – | 457 |
|
|
2022
Q1 | $49K | Sell |
3,327
-83
| -2% | -$1.22K | 0.01% | 421 |
|
|
2021
Q4 | $51K | Hold |
3,410
| – | – | 0.01% | 414 |
|
|
2021
Q3 | $58K | Buy |
3,410
+127
| +4% | +$2.16K | 0.01% | 370 |
|
|
2021
Q2 | $58K | Buy |
3,283
+19
| +0.6% | +$336 | 0.01% | 348 |
|
|
2021
Q1 | $58K | Buy |
3,264
+84
| +3% | +$1.49K | 0.01% | 332 |
|
|
2020
Q4 | $47K | Buy |
+3,180
| New | +$47K | 0.01% | 829 |
|