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Security Asset Management’s Adams Diversified Equity Fund ADX Stock Holding History

Security Asset Management’s Portfolio ADX Stock Details ADX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$422K Buy
+27,169
New +$422K 0.25% 64
2021
Q1 		– Sell
-24,921
Closed -$431K – 91
2020
Q4 		$431K Buy
+24,921
New +$431K 0.18% 65