Caldwell Trust’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Hold |
150
|
|
||||
|
2025
Q1 | $11.6K | Hold |
150
|
|
||||
|
2024
Q4 | $10.6K | Hold |
150
|
|
||||
|
2024
Q3 | $11.3K | Hold |
150
|
|
||||
|
2024
Q2 | $9.29K | Hold |
150
|
|
||||
|
2024
Q1 | $8.57K | Hold |
150
|
|
||||
|
2023
Q4 | $9.44K | Hold |
150
|
|
||||
|
2023
Q3 | $8.29K | Hold |
150
|
|
||||
|
2023
Q2 | $9.81K | Hold |
150
|
|
||||
|
2023
Q1 | $10.3K | Hold |
150
|
|
||||
|
2022
Q4 | $10.6K | Hold |
150
|
|
||||
|
2022
Q3 | $10.1K | Hold |
150
|
|
||||
|
2022
Q2 | $10.8K | Hold |
150
|
|
||||
|
2022
Q1 | $9.95K | Hold |
150
|
|
||||
|
2021
Q4 | $10.7K | Hold |
150
|
|
||||
|
2021
Q3 | $9.94K | Hold |
150
|
|
||||
|
2021
Q2 | $10.6K | Hold |
150
|
|
||||
|
2021
Q1 | $10.1K | Sell |
150
-450
|
|
||||
|
2020
Q4 | $39.9K | Hold |
600
|
|
||||
|
2020
Q3 | $38.2K | Hold |
600
|
|
||||
|
2020
Q2 | $39.4K | Sell |
600
-150
|
|
||||
|
2020
Q1 | $46.4K | Hold |
750
|
|
||||
|
2019
Q4 | $52.6K | Buy |
+750
|
|