SW
SkyOak Wealth’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,893
| Closed | -$233K | – | 256 |
|
|
2024
Q3 | $233K | Hold |
3,893
| – | – | 0.05% | 208 |
|
|
2024
Q2 | $235K | Buy |
+3,893
| New | +$235K | 0.05% | 208 |
|
|
2023
Q1 | – | Sell |
-2,209
| Closed | -$205K | – | 256 |
|
|
2022
Q4 | $205K | Buy |
+2,209
| New | +$205K | 0.07% | 204 |
|
|
2022
Q2 | – | Sell |
-2,310
| Closed | -$209K | – | 224 |
|
|
2022
Q1 | $209K | Buy |
+2,310
| New | +$209K | 0.06% | 217 |
|
|
2020
Q1 | – | Sell |
-4,695
| Closed | -$218K | – | 214 |
|
|
2019
Q4 | $218K | Buy |
+4,695
| New | +$218K | 0.07% | 272 |
|