Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-417
| Closed | -$23.8K | – | 2273 |
|
|
2024
Q1 | $23.8K | Buy |
+417
| New | +$23.8K | ﹤0.01% | 1526 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$1.1K | – | 1522 |
|
|
2023
Q3 | $1.1K | Hold |
20
| – | – | ﹤0.01% | 1435 |
|
|
2023
Q2 | $1.31K | Hold |
20
| – | – | ﹤0.01% | 1397 |
|
|
2023
Q1 | $1.37K | Buy |
+20
| New | +$1.37K | ﹤0.01% | 1433 |
|