SHWM
Smith & Howard Wealth Management’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,000
| Closed | -$241K | – | 57 |
|
|
2015
Q2 | $241K | Hold |
5,000
| – | – | 0.11% | 71 |
|
|
2015
Q1 | $237K | Buy |
+5,000
| New | +$237K | 0.1% | 68 |
|
|
2014
Q1 | – | Sell |
-3,675
| Closed | -$159K | – | 44 |
|
|
2013
Q4 | $159K | Buy |
3,675
+930
| +34% | +$40.2K | 0.09% | 46 |
|
|
2013
Q3 | $101K | Hold |
2,745
| – | – | 0.06% | 68 |
|
|
2013
Q2 | $93K | Buy |
+2,745
| New | +$93K | 0.06% | 70 |
|