Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-157
| Closed | -$10.8K | – | 473 |
|
|
2023
Q1 | $10.8K | Buy |
157
+1
| +0.6% | +$69 | ﹤0.01% | 264 |
|
|
2022
Q4 | $11K | Buy |
156
+2
| +1% | +$142 | ﹤0.01% | 314 |
|
|
2022
Q3 | $10K | Buy |
+154
| New | +$10K | ﹤0.01% | 276 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$20K | – | 402 |
|
|
2022
Q1 | $20K | Buy |
300
+3
| +1% | +$200 | 0.01% | 249 |
|
|
2021
Q4 | $21K | Buy |
+297
| New | +$21K | 0.01% | 319 |
|