RWM
AE

Ritholtz Wealth Management’s Adams Resources & Energy Inc. AE Stock Holding History

Ritholtz Wealth Management’s Portfolio AE Stock Details AE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,508
Closed -$219K – 792
2023
Q3 		$219K Sell
6,508
-466
-7% -$15.7K 0.01% 634
2023
Q2 		$245K Sell
6,974
-1,651
-19% -$58K 0.01% 585
2023
Q1 		$331K Buy
8,625
+2,247
+35% +$86.3K 0.02% 494
2022
Q4 		$248K Buy
+6,378
New +$248K 0.01% 499