TrinityPoint Wealth’s Archer Daniels Midland ADM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,368
| Closed | -$220K | – | 274 |
|
|
2022
Q4 | $220K | Sell |
2,368
-177
| -7% | -$16.4K | 0.05% | 249 |
|
|
2022
Q3 | $205K | Buy |
+2,545
| New | +$205K | 0.05% | 260 |
|
|
2020
Q2 | – | Sell |
-15,842
| Closed | -$557K | – | 207 |
|
|
2020
Q1 | $557K | Sell |
15,842
-640
| -4% | -$22.5K | 0.22% | 110 |
|
|
2019
Q4 | $764K | Sell |
16,482
-3,198
| -16% | -$148K | 0.26% | 101 |
|
|
2019
Q3 | $847K | Buy |
+19,680
| New | +$847K | 0.3% | 92 |
|