SPWM
Spartan Planning & Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,069
| Closed | -$498K | – | 194 |
|
|
2023
Q3 | $498K | Buy |
+2,069
| New | +$498K | 0.58% | 27 |
|
|
2022
Q4 | $567K | Buy |
2,375
+986
| +71% | +$236K | 0.71% | 21 |
|
|
2022
Q3 | $314K | Sell |
1,389
-1,125
| -45% | -$254K | 0.41% | 21 |
|
|
2022
Q2 | $528K | Buy |
2,514
+1,450
| +136% | +$305K | 0.7% | 15 |
|
|
2022
Q1 | $242K | Buy |
+1,064
| New | +$242K | 0.3% | 48 |
|