Pinnacle Wealth Planning Services, Inc. Adams Diversified Equity Fund, Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$15.35 - $16.81 $4,528 - $4,958	-295 Reduced 2.83%	10,146 $170,000
Q1 2023 May 03, 2023	BUY	$14.36 - $16.05 $149,932 - $167,578	10,441 New	10,441 $162,000
Q1 2021 Apr 29, 2021	SELL	$17.03 - $18.26 $122,411 - $131,252	-7,188 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$15.56 - $17.54 $111,845 - $126,077	7,188 New	7,188 $124,000

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...

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