Scarborough Advisors’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
2025
Q2
$71.5K Buy
+3,294
New +$71.5K 0.01% 116
2024
Q3
Sell
-2,820
Closed -$60.6K 109
2024
Q2
$60.6K Buy
2,820
+7
+0.2% +$150 0.02% 86
2024
Q1
$54.9K Buy
2,813
+3
+0.1% +$59 0.03% 94
2023
Q4
$49.8K Buy
+2,810
New +$49.8K 0.01% 168