B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,367
| Closed | -$237K | – | 635 |
|
|
2021
Q2 | $237K | Buy |
3,367
+17
| +0.5% | +$1.2K | 0.03% | 352 |
|
|
2021
Q1 | $225K | Buy |
+3,350
| New | +$225K | 0.03% | 343 |
|
|
2015
Q3 | – | Sell |
-600
| Closed | -$17K | – | 149 |
|
|
2015
Q2 | $17K | Hold |
600
| – | – | 0.01% | 635 |
|
|
2015
Q1 | $19K | Hold |
600
| – | – | 0.01% | 617 |
|
|
2014
Q4 | $18K | Hold |
600
| – | – | 0.01% | 601 |
|
|
2014
Q3 | $16K | Hold |
600
| – | – | 0.01% | 660 |
|
|
2014
Q2 | $18K | Buy |
+600
| New | +$18K | 0.01% | 679 |
|