Clearstead Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.4K | Sell |
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|
2025
Q2 | $22.2K | Buy |
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|
2025
Q1 | $12.8K | Hold |
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|
2024
Q4 | $11.7K | Hold |
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|
2024
Q3 | $12.5K | Hold |
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|
2024
Q2 | $10.3K | Buy |
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|
2024
Q1 | $5.77K | Hold |
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|
2023
Q4 | $6.04K | Sell |
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|
2023
Q3 | $5.75K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | $2K | Buy |
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