Sound Income Strategies’s Adams Diversified Equity Fund ADX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.9K | Sell |
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|
2025
Q2 | $56.8K | Buy |
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|
2025
Q1 | $11.7K | Hold |
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|
2024
Q4 | $12.4K | Hold |
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|
2024
Q3 | $13.3K | Hold |
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|
2024
Q2 | $13.2K | Hold |
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|
2024
Q1 | $12K | Hold |
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|
2023
Q4 | $10.9K | Hold |
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|
2023
Q3 | $10.2K | Hold |
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|
2023
Q2 | $10.3K | Hold |
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|
2023
Q1 | $9.56K | Hold |
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|
2022
Q4 | $8.94K | Hold |
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|
2022
Q3 | $9K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $55 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Buy |
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