Belpointe Asset 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 |
-2,409
| Closed | -$165K | – | 645 |
|
|
2023
Q1 | $165K | Sell |
2,409
-721
| -23% | -$49.5K | 0.01% | 1030 |
|
|
2022
Q4 | $222K | Buy |
3,130
+1,176
| +60% | +$83.4K | 0.01% | 847 |
|
|
2022
Q3 | $132K | Buy |
+1,954
| New | +$132K | 0.01% | 1015 |
|
|
2020
Q1 | – | Sell |
-1,623
| Closed | -$114K | – | 619 |
|
|
2019
Q4 | $114K | Buy |
+1,623
| New | +$114K | 0.01% | 733 |
|