Summit Wealth & Retirement Planning’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,254
| Closed | -$668K | – | 102 |
|
|
2020
Q4 | $668K | Hold |
13,254
| – | – | 0.25% | 67 |
|
|
2020
Q3 | $616K | Hold |
13,254
| – | – | 0.26% | 64 |
|
|
2020
Q2 | $529K | Buy |
13,254
+50
| +0.4% | +$2K | 0.25% | 71 |
|
|
2020
Q1 | $465K | Hold |
13,204
| – | – | 0.25% | 72 |
|
|
2019
Q4 | $612K | Hold |
13,204
| – | – | 0.27% | 71 |
|
|
2019
Q3 | $542K | Hold |
13,204
| – | – | 0.33% | 65 |
|
|
2019
Q2 | $539K | Sell |
13,204
-261
| -2% | -$10.7K | 0.32% | 70 |
|
|
2019
Q1 | $581K | Buy |
+13,465
| New | +$581K | 0.35% | 71 |
|