Capital Fund Management (CFM)’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 | $1.41M | Buy |
+19,355
| New | +$1.41M | ﹤0.01% | 697 |
|
|
2023
Q3 | – | Sell |
-17,798
| Closed | -$1.16M | – | 629 |
|
|
2023
Q2 | $1.16M | Buy |
+17,798
| New | +$1.16M | ﹤0.01% | 486 |
|
|
2020
Q2 | – | Sell |
-4,571
| Closed | -$283K | – | 502 |
|
|
2020
Q1 | $283K | Sell |
4,571
-2,329
| -34% | -$144K | ﹤0.01% | 665 |
|
|
2019
Q4 | $484K | Buy |
+6,900
| New | +$484K | ﹤0.01% | 660 |
|
|
2019
Q3 | – | Sell |
-3,700
| Closed | -$237K | – | 750 |
|
|
2019
Q2 | $237K | Buy |
+3,700
| New | +$237K | ﹤0.01% | 631 |
|
|
2017
Q3 | – | Sell |
-5,000
| Closed | -$229K | – | 776 |
|
|
2017
Q2 | $229K | Buy |
+5,000
| New | +$229K | ﹤0.01% | 701 |
|