Sargent Bickham Lagudis’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.5K | Hold |
1,000
| – | – | ﹤0.01% | 663 |
|
|
2022
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 629 |
|
|
2022
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 619 |
|
|
2021
Q4 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 606 |
|
|
2021
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 604 |
|
|
2021
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 599 |
|
|
2020
Q4 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 574 |
|