ICA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $92.9K | Buy |
1,500
+100
| +7% | +$6.19K | 0.06% | 182 |
|
|
2024
Q1 | $80K | Buy |
1,400
+400
| +40% | +$22.8K | 0.02% | 455 |
|
|
2023
Q4 | $63K | Buy |
+1,000
| New | +$63K | 0.01% | 455 |
|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$65.4K | – | 246 |
|
|
2023
Q2 | $65.4K | Hold |
1,000
| – | – | 0.02% | 433 |
|
|
2023
Q1 | $68.6K | Hold |
1,000
| – | – | 0.02% | 413 |
|
|
2022
Q4 | $70.9K | Buy |
+1,000
| New | +$70.9K | 0.02% | 433 |
|