FTWA
Fifth Third Wealth Advisors’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
3,174
-26
| -0.8% | -$1.9K | 0.01% | 645 |
|
|
2025
Q1 | $247K | Sell |
3,200
-444
| -12% | -$34.3K | 0.01% | 575 |
|
|
2024
Q4 | $257K | Hold |
3,644
| – | – | 0.01% | 571 |
|
|
2024
Q3 | $275K | Buy |
3,644
+420
| +13% | +$31.6K | 0.02% | 511 |
|
|
2024
Q2 | $200K | Buy |
+3,224
| New | +$200K | 0.02% | 607 |
|