AE Wealth Management’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
4,497
-141
| -3% | -$10.3K | ﹤0.01% | 1080 |
|
|
2025
Q1 | $358K | Buy |
+4,638
| New | +$358K | ﹤0.01% | 1023 |
|
|
2023
Q1 | – | Sell |
-14,696
| Closed | -$1.04M | – | 1865 |
|
|
2022
Q4 | $1.04M | Buy |
14,696
+1,413
| +11% | +$100K | 0.01% | 963 |
|
|
2022
Q3 | $898K | Buy |
+13,283
| New | +$898K | 0.01% | 980 |
|