Bell Investment Advisors’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 | $4.24K | Hold |
58
| – | – | ﹤0.01% | 1064 |
|
|
2025
Q1 | $4.48K | Hold |
58
| – | – | ﹤0.01% | 970 |
|
|
2024
Q4 | $4.09K | Buy |
58
+7
| +14% | +$493 | ﹤0.01% | 1016 |
|
|
2024
Q3 | $3.84K | Sell |
51
-17
| -25% | -$1.28K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $4.21K | Buy |
68
+9
| +15% | +$557 | ﹤0.01% | 1006 |
|
|
2024
Q1 | $3.37K | Buy |
59
+8
| +16% | +$457 | ﹤0.01% | 1121 |
|
|
2023
Q4 | $3.21K | Buy |
51
+16
| +46% | +$1.01K | ﹤0.01% | 1119 |
|
|
2023
Q3 | $1.93K | Sell |
35
-5
| -13% | -$276 | ﹤0.01% | 1288 |
|
|
2023
Q2 | $2.62K | Sell |
40
-9
| -18% | -$589 | ﹤0.01% | 1157 |
|
|
2023
Q1 | $3.36K | Sell |
49
-14
| -22% | -$961 | ﹤0.01% | 985 |
|
|
2022
Q4 | $4.47K | Sell |
63
-2
| -3% | -$142 | ﹤0.01% | 866 |
|
|
2022
Q3 | $4K | Buy |
65
+7
| +12% | +$431 | ﹤0.01% | 743 |
|
|
2022
Q2 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 759 |
|
|
2021
Q4 | $2K | Sell |
25
-7
| -22% | -$560 | ﹤0.01% | 1077 |
|
|
2021
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1009 |
|