Spire Wealth Management’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25K | Hold |
187
| – | – | ﹤0.01% | 2245 |
|
|
2025
Q1 | $1.21K | Hold |
187
| – | – | ﹤0.01% | 2354 |
|
|
2024
Q4 | $1.13K | Buy |
+187
| New | +$1.13K | ﹤0.01% | 2345 |
|
|
2023
Q1 | – | Sell |
-250
| Closed | -$3K | – | 2558 |
|
|
2022
Q4 | $3K | Buy |
+250
| New | +$3K | ﹤0.01% | 1980 |
|
|
2022
Q1 | – | Sell |
-188
| Closed | -$3K | – | 2766 |
|
|
2021
Q4 | $3K | Buy |
+188
| New | +$3K | ﹤0.01% | 2706 |
|
|
2021
Q2 | – | Sell |
-188
| Closed | -$3K | – | 2850 |
|
|
2021
Q1 | $3K | Buy |
+188
| New | +$3K | ﹤0.01% | 2760 |
|