PWA
Providence Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Hold |
98,953
| – | – | 1.47% | 19 |
|
|
2025
Q1 | $1.88M | Hold |
98,953
| – | – | 1.42% | 23 |
|
|
2024
Q4 | $2.05M | Hold |
98,953
| – | – | 1.55% | 19 |
|
|
2024
Q3 | $2.15M | Hold |
98,953
| – | – | 1.59% | 18 |
|
|
2024
Q2 | $2.13M | Buy |
+98,953
| New | +$2.13M | 1.7% | 16 |
|