PWAG
Polaris Wealth Advisory Group’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-155,889
| Closed | -$13.5M | – | 175 |
|
|
2022
Q3 | $13.5M | Buy |
+155,889
| New | +$13.5M | 1.12% | 31 |
|
|
2018
Q4 | – | Sell |
-389
| Closed | -$20K | – | 149 |
|
|
2018
Q3 | $20K | Buy |
+389
| New | +$20K | ﹤0.01% | 326 |
|
|
2017
Q4 | – | Sell |
-396,809
| Closed | -$16.9M | – | 144 |
|
|
2017
Q3 | $16.9M | Buy |
396,809
+3,783
| +1% | +$161K | 1.48% | 32 |
|
|
2017
Q2 | $16.3M | Buy |
393,026
+6,965
| +2% | +$288K | 1.85% | 27 |
|
|
2017
Q1 | $17.8M | Buy |
+386,061
| New | +$17.8M | 1.94% | 22 |
|