FGAM
Financial Gravity Asset Management’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,224
| Closed | -$2.3K | – | 1403 |
|
|
2022
Q3 | $2.3K | Buy |
+1,224
| New | +$2.3K | 0.08% | 255 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 757 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 476 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | -$163 | – | 27 |
|
|
2020
Q1 | $163 | Buy |
+3
| New | +$163 | ﹤0.01% | 791 |
|