TWA
Trellis Wealth Advisors’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,317
| Closed | -$307K | – | 26 |
|
|
2023
Q4 | $307K | Hold |
1,317
| – | – | 0.17% | 30 |
|
|
2023
Q3 | $317K | Hold |
1,317
| – | – | 0.2% | 27 |
|
|
2023
Q2 | $289K | Hold |
1,317
| – | – | 0.19% | 26 |
|
|
2023
Q1 | $293K | Hold |
1,317
| – | – | 0.22% | 24 |
|
|
2022
Q4 | $315K | Buy |
+1,317
| New | +$315K | 0.27% | 20 |
|