EverSource Wealth Advisors’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Buy |
1,358
+965
| +246% | +$70.5K | ﹤0.01% | 1204 |
|
|
2025
Q1 | $30.3K | Buy |
393
+48
| +14% | +$3.71K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $24.3K | Buy |
345
+92
| +36% | +$6.48K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $19.1K | Sell |
253
-217
| -46% | -$16.3K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $32.4K | Buy |
470
+59
| +14% | +$4.07K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $23.5K | Buy |
411
+45
| +12% | +$2.58K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $23K | Buy |
366
+306
| +510% | +$19.3K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $3.32K | Sell |
60
-88
| -59% | -$4.86K | ﹤0.01% | 1857 |
|
|
2023
Q2 | $9.68K | Sell |
148
-148
| -50% | -$9.68K | ﹤0.01% | 1459 |
|
|
2023
Q1 | $20.3K | Sell |
296
-44
| -13% | -$3.02K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $24.1K | Sell |
340
-1,376
| -80% | -$97.7K | ﹤0.01% | 1005 |
|
|
2022
Q3 | $115K | Buy |
1,716
+240
| +16% | +$16.1K | 0.03% | 392 |
|
|
2022
Q2 | $107K | Buy |
1,476
+1,335
| +947% | +$96.8K | 0.03% | 354 |
|
|
2022
Q1 | $9K | Sell |
141
-63
| -31% | -$4.02K | ﹤0.01% | 994 |
|
|
2021
Q4 | $15K | Buy |
+204
| New | +$15K | ﹤0.01% | 790 |
|