SAG
ADAM

SageView Advisory Group’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History

SageView Advisory Group’s Portfolio ADAM Stock Details ADAM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,745
Closed -$644K – 676
2024
Q1 		$644K Buy
+24,745
New +$644K 0.03% 273