IBEX Wealth Advisors’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
Q2 | $7.25M | Buy |
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|
2025
Q1 | $7.23M | Buy |
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|
2024
Q4 | $6.59M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $2.85M | Buy |
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|
2023
Q4 | $4.35K | Sell |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q1 | $2.92M | Buy |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $2.82M | Sell |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.74M | Buy |
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|
2021
Q3 | $2.48M | Buy |
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|
2021
Q2 | $2.49M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.58M | Buy |
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