Harvest Group Wealth Management’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-33
| Closed | -$2K | – | 48 |
|
|
2020
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 331 |
|
|
2020
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 291 |
|
|
2020
Q1 | $2K | Sell |
33
-116
| -78% | -$7.03K | ﹤0.01% | 299 |
|
|
2019
Q4 | $10K | Hold |
149
| – | – | 0.01% | 238 |
|
|
2019
Q3 | $11K | Hold |
149
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $9K | Hold |
149
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $10K | Buy |
+149
| New | +$10K | 0.01% | 234 |
|