EverSource Wealth Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Buy |
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|
2025
Q1 | $30.3K | Buy |
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|
2024
Q4 | $24.3K | Buy |
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|
2024
Q3 | $19.1K | Sell |
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|
2024
Q2 | $32.4K | Buy |
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|
2024
Q1 | $23.5K | Buy |
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|
2023
Q4 | $23K | Buy |
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|
2023
Q3 | $3.31K | Sell |
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|
2023
Q2 | $9.68K | Sell |
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|
2023
Q1 | $20.3K | Sell |
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|
2022
Q4 | $24.1K | Sell |
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|
2022
Q3 | $115K | Buy |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $15K | Buy |
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