Coppell Advisory Solutions’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,025
| Closed | -$142K | – | 350 |
|
|
2024
Q4 | $142K | Buy |
2,025
+100
| +5% | +$6.99K | 0.02% | 346 |
|
|
2024
Q3 | $144K | Hold |
1,925
| – | – | 0.02% | 337 |
|
|
2024
Q2 | $119K | Buy |
+1,925
| New | +$119K | 0.02% | 345 |
|
|
2023
Q4 | $85.9K | Buy |
1,365
+865
| +173% | +$54.5K | 0.02% | 387 |
|
|
2023
Q3 | $35.5K | Sell |
500
-235
| -32% | -$16.7K | 0.01% | 406 |
|
|
2023
Q2 | $48.1K | Buy |
+735
| New | +$48.1K | 0.01% | 380 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$70.9K | – | 213 |
|
|
2022
Q4 | $70.9K | Buy |
+1,000
| New | +$70.9K | 0.02% | 261 |
|