Carolinas Wealth Consulting LLC Adams Diversified Equity Fund, Inc. Transaction History

Carolinas Wealth Consulting LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$14.36 - $16.05 $6,117 - $6,837	426 Added 4.32%	10,286 $159,000
Q3 2022 Nov 14, 2022	BUY	$14.57 - $17.38 $83,049 - $99,066	5,700 Added 137.02%	9,860 $144,000
Q2 2022 Aug 16, 2022	BUY	$14.8 - $18.58 $7,281 - $9,141	492 Added 13.41%	4,160 $64,000
Q4 2021 Feb 14, 2022	BUY	$18.53 - $22.21 $67,968 - $81,466	3,668 New	3,668 $71,000

185

28.2M

Ticker ADX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 117,840,000
Market Cap $2.59B
Description
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quant...

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.