VWA
V Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,206
| Closed | -$205K | – | 378 |
|
|
2022
Q4 | $205K | Buy |
+2,206
| New | +$205K | 0.04% | 339 |
|
|
2022
Q3 | – | Sell |
-2,801
| Closed | -$217K | – | 371 |
|
|
2022
Q2 | $217K | Buy |
+2,801
| New | +$217K | 0.04% | 374 |
|
|
2022
Q1 | – | Sell |
-6,067
| Closed | -$410K | – | 437 |
|
|
2021
Q4 | $410K | Sell |
6,067
-312
| -5% | -$21.1K | 0.06% | 298 |
|
|
2021
Q3 | $383K | Buy |
+6,379
| New | +$383K | 0.06% | 315 |
|
|
2017
Q3 | – | Sell |
-4,486
| Closed | -$184K | – | 200 |
|
|
2017
Q2 | $184K | Buy |
4,486
+22
| +0.5% | +$902 | 0.09% | 182 |
|
|
2017
Q1 | $207K | Sell |
4,464
-821
| -16% | -$38.1K | 0.13% | 166 |
|
|
2016
Q4 | $242K | Buy |
5,285
+77
| +1% | +$3.53K | 0.18% | 149 |
|
|
2016
Q3 | $218K | Buy |
+5,208
| New | +$218K | 0.18% | 151 |
|