Global Retirement Partners’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 Q4	$200K	Buy	2,774 +2,245	+424%	+$164K	﹤0.01%	1476
2025 Q3	$37.6K	Sell	529 -63	-11%	-$4.56K	﹤0.01%	2065
2025 Q2	$43.2K	Buy	+592	New	+$44.5K	﹤0.01%	1844
2024 Q4	$30.5K	Buy	434 +94	+28%	+$7K	﹤0.01%	1853
2024 Q3	$25.6K	Buy	340 +14	+4%	+$991	﹤0.01%	1875
2024 Q2	$20.2K	Buy	326 +304	+1,382%	+$18K	﹤0.01%	1975
2024 Q1	$1.26K	Hold	22	–	–	﹤0.01%	2905
2023 Q4	$1.37K	Sell	22 -25	-53%	-$1.45K	﹤0.01%	2804
2023 Q3	$2.56K	Sell	47 -59	-56%	-$3.69K	﹤0.01%	2440
2023 Q2	$6.91K	Sell	106 -4	-4%	-$265	﹤0.01%	2093
2023 Q1	$7.29K	Sell	110 -2	-2%	-$143	﹤0.01%	2035
2022 Q4	$7.98K	Buy	112 +4	+4%	+$275	﹤0.01%	1864
2022 Q3	$7K	Buy	108 +44	+69%	+$3.31K	﹤0.01%	1791
2022 Q2	$5K	Buy	64 +8	+14%	+$555	﹤0.01%	1854
2022 Q1	$4K	Buy	+56	New	+$3.64K	﹤0.01%	1930