GoalVest Advisory’s Agree Realty ADC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40	Closed	-$2.21K	–	367
2023 Q3	$2.21K	Buy	40 +2	+5%	+$111	﹤0.01%	417
2023 Q2	$2.49K	Buy	+38	New	+$2.49K	﹤0.01%	340