SWM
Selective Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-344
| Closed | -$28K | – | 136 |
|
|
2022
Q3 | $28K | Buy |
344
+300
| +682% | +$24.4K | 0.01% | 376 |
|
|
2022
Q2 | $3K | Sell |
44
-456
| -91% | -$31.1K | ﹤0.01% | 662 |
|
|
2022
Q1 | $45K | Sell |
500
-150
| -23% | -$13.5K | 0.02% | 319 |
|
|
2021
Q4 | $44K | Hold |
650
| – | – | 0.02% | 291 |
|
|
2021
Q3 | $39K | Buy |
650
+500
| +333% | +$30K | 0.02% | 281 |
|
|
2021
Q2 | $9K | Hold |
150
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $9K | Sell |
150
-500
| -77% | -$30K | 0.01% | 263 |
|
|
2020
Q4 | $33K | Hold |
650
| – | – | 0.02% | 139 |
|
|
2020
Q3 | $30K | Hold |
650
| – | – | 0.02% | 125 |
|
|
2020
Q2 | $26K | Buy |
650
+150
| +30% | +$6K | 0.02% | 147 |
|
|
2020
Q1 | $18K | Hold |
500
| – | – | 0.03% | 111 |
|
|
2019
Q4 | $23K | Hold |
500
| – | – | 0.03% | 110 |
|
|
2019
Q3 | $21K | Buy |
+500
| New | +$21K | 0.03% | 119 |
|
|
2018
Q3 | $25K | Buy |
+500
| New | +$25K | 0.3% | 48 |
|