Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,247
| Closed | -$74.2K | – | 271 |
|
|
2022
Q4 | $74.2K | Hold |
7,247
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $67.8K | Sell |
7,247
-626
| -8% | -$5.86K | 0.01% | 268 |
|
|
2022
Q2 | $87K | Sell |
7,873
-505
| -6% | -$5.58K | 0.02% | 241 |
|
|
2022
Q1 | $122K | Sell |
8,378
-2,019
| -19% | -$29.4K | 0.02% | 248 |
|
|
2021
Q4 | $155K | Buy |
+10,397
| New | +$155K | 0.03% | 272 |
|