Bartlett & Co 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
2025 Q1	–	Sell	-100	Closed	-$7.07K	–	1228
2024 Q4	$7.07K	Buy	+100	New	+$7.07K	﹤0.01%	936
2021 Q4	–	Sell	-26	Closed	-$1.73K	–	408
2021 Q3	$1.73K	Buy	+26	New	+$1.73K	﹤0.01%	882