Envestnet Portfolio Solutions’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 | $341K | Sell |
4,662
-1,745
| -27% | -$127K | ﹤0.01% | 1284 |
|
|
2025
Q1 | $495K | Sell |
6,407
-4,340
| -40% | -$335K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $757K | Buy |
10,747
+477
| +5% | +$33.6K | ﹤0.01% | 1045 |
|
|
2024
Q3 | $774K | Buy |
10,270
+397
| +4% | +$29.9K | ﹤0.01% | 997 |
|
|
2024
Q2 | $612K | Buy |
9,873
+326
| +3% | +$20.2K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $545K | Buy |
9,547
+2,324
| +32% | +$133K | ﹤0.01% | 1086 |
|
|
2023
Q4 | $455K | Sell |
7,223
-1,531
| -17% | -$96.4K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $484K | Buy |
+8,754
| New | +$484K | ﹤0.01% | 1002 |
|