Heron Financial Group’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $237K | Buy |
|