Summit Financial Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,531
| Closed | -$214K | – | 125 |
|
|
2018
Q3 | $214K | Sell |
1,531
-255
| -14% | -$35.6K | 0.06% | 132 |
|
|
2018
Q2 | $203K | Hold |
1,786
| – | – | 0.07% | 128 |
|
|
2018
Q1 | $203K | Buy |
1,786
+1
| +0.1% | +$114 | 0.07% | 137 |
|
|
2017
Q4 | $209K | Buy |
+1,785
| New | +$209K | 0.07% | 136 |
|
|
2015
Q4 | – | Sell |
-1,750
| Closed | -$140K | – | 123 |
|
|
2015
Q3 | $140K | Hold |
1,750
| – | – | 0.09% | 90 |
|
|
2015
Q2 | $140K | Hold |
1,750
| – | – | 0.09% | 95 |
|
|
2015
Q1 | $151K | Hold |
1,750
| – | – | 0.1% | 77 |
|
|
2014
Q4 | $146K | Buy |
+1,750
| New | +$146K | 0.1% | 77 |
|