Covestor’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 | $144K | Sell |
1,966
-685
| -26% | -$50.2K | 0.08% | 335 |
|
|
2025
Q1 | $205K | Buy |
2,651
+1
| +0% | +$77 | 0.14% | 150 |
|
|
2024
Q4 | $187K | Sell |
2,650
-4
| -0.2% | -$282 | 0.12% | 196 |
|
|
2024
Q3 | $200K | Sell |
2,654
-337
| -11% | -$25.4K | 0.13% | 171 |
|
|
2024
Q2 | $185K | Sell |
2,991
-591
| -16% | -$36.6K | 0.12% | 180 |
|
|
2024
Q1 | $205K | Buy |
3,582
+704
| +24% | +$40.3K | 0.13% | 154 |
|
|
2023
Q4 | $181K | Buy |
2,878
+363
| +14% | +$22.8K | 0.12% | 185 |
|
|
2023
Q3 | $139K | Buy |
2,515
+471
| +23% | +$26K | 0.1% | 251 |
|
|
2023
Q2 | $134K | Buy |
2,044
+294
| +17% | +$19.3K | 0.1% | 280 |
|
|
2023
Q1 | $120K | Buy |
1,750
+124
| +8% | +$8.5K | 0.1% | 281 |
|
|
2022
Q4 | $115K | Buy |
1,626
+719
| +79% | +$50.9K | 0.09% | 325 |
|
|
2022
Q3 | $28K | Buy |
+907
| New | +$28K | 0.02% | 909 |
|