Raymond James Financial Services Advisors’s ADS-TEC Energy ADSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,473
| Closed | -$73.4K | – | 3233 |
|
|
2023
Q2 | $73.4K | Sell |
11,473
-13,893
| -55% | -$88.9K | ﹤0.01% | 3092 |
|
|
2023
Q1 | $68.5K | Sell |
25,366
-78,771
| -76% | -$213K | ﹤0.01% | 3093 |
|
|
2022
Q4 | $325K | Buy |
104,137
+18,267
| +21% | +$57K | ﹤0.01% | 2542 |
|
|
2022
Q3 | $639K | Buy |
85,870
+6,172
| +8% | +$45.9K | ﹤0.01% | 2099 |
|
|
2022
Q2 | $529K | Buy |
79,698
+38,598
| +94% | +$256K | ﹤0.01% | 2234 |
|
|
2022
Q1 | $354K | Buy |
+41,100
| New | +$354K | ﹤0.01% | 2591 |
|