Carolinas Wealth Consulting’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Hold |
0
| – | -$2 | – | 1018 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$482 | – | 1059 |
|
|
2023
Q1 | $482 | Sell |
7
-11
| -61% | -$757 | ﹤0.01% | 994 |
|
|
2022
Q4 | $1.28K | Buy |
+18
| New | +$1.28K | ﹤0.01% | 862 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$3K | – | 907 |
|
|
2021
Q4 | $3K | Buy |
41
+8
| +24% | +$585 | ﹤0.01% | 756 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $2K | Buy |
33
+3
| +10% | +$182 | ﹤0.01% | 787 |
|
|
2021
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 792 |
|
|
2020
Q3 | – | Sell |
-23
| Closed | -$2K | – | 929 |
|
|
2020
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 480 |
|