Clearstead Advisors’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 | $22.2K | Buy |
304
+138
| +83% | +$10.1K | ﹤0.01% | 1574 |
|
|
2025
Q1 | $12.8K | Hold |
166
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q4 | $11.7K | Hold |
166
| – | – | ﹤0.01% | 1532 |
|
|
2024
Q3 | $12.5K | Hold |
166
| – | – | ﹤0.01% | 1544 |
|
|
2024
Q2 | $10.3K | Buy |
166
+70
| +73% | +$4.34K | ﹤0.01% | 1545 |
|
|
2024
Q1 | $5.77K | Hold |
96
| – | – | ﹤0.01% | 1154 |
|
|
2023
Q4 | $6.04K | Sell |
96
-8
| -8% | -$504 | ﹤0.01% | 1138 |
|
|
2023
Q3 | $5.75K | Buy |
+104
| New | +$5.75K | ﹤0.01% | 1209 |
|
|
2021
Q4 | – | Sell |
-219
| Closed | -$15K | – | 1255 |
|
|
2021
Q3 | $15K | Buy |
219
+194
| +776% | +$13.3K | ﹤0.01% | 876 |
|
|
2021
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1008 |
|