Sutton Wealth Advisors’s Adamas Trust, Inc. Common Stock ADAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,043
| Closed | -$10.7K | – | 1313 |
|
|
2022
Q4 | $10.7K | Hold |
1,043
| – | – | ﹤0.01% | 920 |
|
|
2022
Q3 | $9.76K | Sell |
1,043
-9
| -0.9% | -$84 | ﹤0.01% | 897 |
|
|
2022
Q2 | $11.6K | Buy |
1,052
+1,021
| +3,294% | +$11.3K | ﹤0.01% | 854 |
|
|
2022
Q1 | $456 | Sell |
31
-728
| -96% | -$10.7K | ﹤0.01% | 1498 |
|
|
2021
Q4 | $11.3K | Buy |
+759
| New | +$11.3K | ﹤0.01% | 892 |
|
|
2020
Q3 | – | Sell |
-492
| Closed | -$5.14K | – | 1242 |
|
|
2020
Q2 | $5.14K | Sell |
492
-275
| -36% | -$2.87K | ﹤0.01% | 875 |
|
|
2020
Q1 | $4.76K | Hold |
767
| – | – | ﹤0.01% | 827 |
|
|
2019
Q4 | $19.1K | Hold |
767
| – | – | 0.01% | 616 |
|
|
2019
Q3 | $18.7K | Hold |
767
| – | – | 0.01% | 602 |
|
|
2019
Q2 | $19K | Hold |
767
| – | – | 0.01% | 594 |
|
|
2019
Q1 | $18.7K | Hold |
767
| – | – | 0.01% | 598 |
|
|
2018
Q4 | $18.1K | Buy |
+767
| New | +$18.1K | 0.01% | 555 |
|