River Wealth Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-353
| Closed | -$211K | – | 209 |
|
2023
Q4 | $211K | Sell |
353
-115
| -25% | -$68.6K | 0.03% | 198 |
|
2023
Q3 | $239K | Hold |
468
| – | – | 0.04% | 185 |
|
2023
Q2 | $229K | Sell |
468
-59
| -11% | -$28.9K | 0.04% | 198 |
|
2023
Q1 | $203K | Buy |
+527
| New | +$203K | 0.04% | 203 |
|
2022
Q3 | – | Sell |
-654
| Closed | -$239K | – | 198 |
|
2022
Q2 | $239K | Buy |
654
+54
| +9% | +$19.7K | 0.04% | 198 |
|
2022
Q1 | $273K | Buy |
+600
| New | +$273K | 0.04% | 200 |
|