SWM
Selective Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-145
| Closed | -$3K | – | 498 |
|
|
2021
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 335 |
|
|
2020
Q4 | $3K | Hold |
145
| – | – | ﹤0.01% | 312 |
|
|
2020
Q3 | $2K | Hold |
145
| – | – | ﹤0.01% | 278 |
|
|
2020
Q2 | $2K | Hold |
145
| – | – | ﹤0.01% | 367 |
|
|
2020
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 264 |
|
|
2019
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 276 |
|
|
2019
Q3 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 282 |
|
|
2018
Q3 | $2K | Buy |
+145
| New | +$2K | 0.02% | 139 |
|