Cetera Advisors’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 |
-4,868
| Closed | -$334K | – | 1645 |
|
|
2023
Q1 | $334K | Buy |
4,868
+106
| +2% | +$7.27K | 0.01% | 1224 |
|
|
2022
Q4 | $338K | Sell |
4,762
-3,912
| -45% | -$277K | 0.01% | 1171 |
|
|
2022
Q3 | $1K | Buy |
8,674
+4,513
| +108% | +$520 | ﹤0.01% | 1299 |
|
|
2022
Q2 | $300K | Buy |
+4,161
| New | +$300K | 0.01% | 1045 |
|