Heritage Wealth Management (Arizona)’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $631K | Buy |
8,890
+4,902
| +123% | +$348K | 0.09% | 162 |
|
|
2022
Q3 | $270K | Sell |
3,988
-409
| -9% | -$27.7K | 0.09% | 169 |
|
|
2022
Q2 | $317K | Buy |
4,397
+460
| +12% | +$33.2K | 0.11% | 146 |
|
|
2022
Q1 | $261K | Buy |
+3,937
| New | +$261K | 0.07% | 218 |
|
|
2021
Q3 | $90K | Buy |
1,353
+219
| +19% | +$14.6K | 0.03% | 360 |
|
|
2021
Q2 | $80K | Buy |
1,134
+422
| +59% | +$29.8K | 0.03% | 373 |
|
|
2021
Q1 | $48K | Buy |
+712
| New | +$48K | 0.03% | 379 |
|