Principal Securities’s Adams Diversified Equity Fund ADX Stock Holding History

Principal Securities’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$318K	Hold
2024 Q4	$318K	Hold
2024 Q3	$339K	Hold
2024 Q2	$338K	Hold
2024 Q1	$307K	Hold
2023 Q4	$278K	Buy