Glassman Wealth Services’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9
| Closed | -$567 | – | 230 |
|
|
2023
Q4 | $567 | Sell |
9
-50
| -85% | -$3.15K | ﹤0.01% | 1695 |
|
|
2023
Q3 | $3.26K | Buy |
59
+28
| +90% | +$1.55K | ﹤0.01% | 1191 |
|
|
2023
Q2 | $2.03K | Buy |
31
+27
| +675% | +$1.77K | ﹤0.01% | 1239 |
|
|
2023
Q1 | $274 | Hold |
4
| – | – | ﹤0.01% | 1734 |
|
|
2022
Q4 | $284 | Hold |
4
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1623 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1633 |
|