Berman Capital Advisors’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 | $3K | Buy |
57
+30
| +111% | +$1.58K | ﹤0.01% | 1547 |
|
|
2021
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1586 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q3 | $1K | Sell |
27
-18
| -40% | -$667 | ﹤0.01% | 1389 |
|
|
2020
Q2 | $2K | Buy |
45
+18
| +67% | +$800 | ﹤0.01% | 1220 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1232 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1287 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1274 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1167 |
|
|
2018
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 934 |
|