Argonautica Private 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
2023
Q3
Sell
-5,257
Closed -$344K 181
2023
Q2
$344K Buy
5,257
+144
+3% +$9.42K 0.15% 122
2023
Q1
$351K Sell
5,113
-782
-13% -$53.7K 0.18% 103
2022
Q4
$418K Buy
+5,895
New +$418K 0.21% 89