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Avantax Advisory Services’s Agree Realty ADC Stock Holding History

Avantax Advisory Services’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$574K Buy
7,862
+924
+13% +$67.5K ﹤0.01% 1504
2025
Q1 		$536K Sell
6,938
-355
-5% -$27.4K ﹤0.01% 1464
2024
Q4 		$514K Buy
7,293
+786
+12% +$55.4K ﹤0.01% 1428
2024
Q3 		$490K Sell
6,507
-730
-10% -$55K ﹤0.01% 1422
2024
Q2 		$448K Buy
+7,237
New +$448K ﹤0.01% 1430