SWA
ADAM

Sax Wealth Advisors’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History

Sax Wealth Advisors’s Portfolio ADAM Stock Details ADAM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,876
Closed -$100K – 334
2024
Q3 		$100K Sell
15,876
-7,505
-32% -$47.5K 0.01% 286
2024
Q2 		$137K Buy
23,381
+4
+0% +$23 0.01% 269
2024
Q1 		$168K Buy
+23,377
New +$168K 0.02% 184