Prosperity Consulting Group’s Adams Diversified Equity Fund ADX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-19,295
Closed -$390K 460
2024
Q4
$390K Hold
19,295
0.03% 341
2024
Q3
$416K Buy
+19,295
New +$416K 0.03% 333