CIBC Private Wealth Group’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$141 | – | 3075 |
|
|
2025
Q1 | $141 | Sell |
2
-1,290
| -100% | -$90.9K | ﹤0.01% | 2976 |
|
|
2024
Q4 | $90.1K | Sell |
1,292
-75
| -5% | -$5.23K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $103K | Buy |
1,367
+79
| +6% | +$5.95K | ﹤0.01% | 1461 |
|
|
2024
Q2 | $79.8K | Buy |
1,288
+38
| +3% | +$2.36K | ﹤0.01% | 1482 |
|
|
2024
Q1 | $71.3K | Buy |
+1,250
| New | +$71.3K | ﹤0.01% | 1522 |
|
|
2018
Q3 | – | Sell |
-60
| Closed | -$3K | – | 972 |
|
|
2018
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1798 |
|
|
2018
Q1 | $3K | Buy |
60
+1
| +2% | +$50 | ﹤0.01% | 1730 |
|
|
2017
Q4 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 1760 |
|