Cornerstone Planning Group’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	$2.24K	Sell	30 -35	-54%	-$2.62K	﹤0.01%	911
2025 Q1	$5.02K	Buy	+65	New	+$5.02K	﹤0.01%	733
2023 Q3	–	Sell	-17	Closed	-$1.11K	–	1215
2023 Q2	$1.11K	Buy	+17	New	+$1.11K	﹤0.01%	1327
2022 Q4	$1.26K	Buy	+17	New	+$1.26K	﹤0.01%	1305