Avion Wealth’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 | $1K | Buy |
25
+7
| +39% | +$280 | ﹤0.01% | 881 |
|
|
2025
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 793 |
|
|
2024
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 790 |
|
|
2024
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 740 |
|
|
2024
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 668 |
|
|
2024
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 615 |
|
|
2023
Q4 | – | Sell |
-16
| Closed | – | – | 1062 |
|
|
2023
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 772 |
|