Security National Trust’s Addus HomeCare ADUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $218K | Hold |
2,500
| – | – | 0.05% | 155 |
|
|
2021
Q2 | $218K | Hold |
2,500
| – | – | 0.05% | 160 |
|
|
2021
Q1 | $261K | Hold |
2,500
| – | – | 0.06% | 147 |
|
|
2020
Q4 | $293K | Hold |
2,500
| – | – | 0.07% | 134 |
|
|
2020
Q3 | $236K | Buy |
2,500
+1,000
| +67% | +$94.4K | 0.07% | 143 |
|
|
2020
Q2 | $139K | Hold |
1,500
| – | – | 0.04% | 177 |
|
|
2020
Q1 | $101K | Hold |
1,500
| – | – | 0.04% | 193 |
|
|
2019
Q4 | $146K | Hold |
1,500
| – | – | 0.04% | 185 |
|
|
2019
Q3 | $119K | Buy |
1,500
+379
| +34% | +$30.1K | 0.04% | 192 |
|
|
2019
Q2 | $84K | Hold |
1,121
| – | – | 0.03% | 223 |
|
|
2019
Q1 | $71K | Hold |
1,121
| – | – | 0.02% | 234 |
|
|
2018
Q4 | $76K | Hold |
1,121
| – | – | 0.03% | 212 |
|
|
2018
Q3 | $79K | Buy |
+1,121
| New | +$79K | 0.02% | 231 |
|