Icon Wealth Partners’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-277
| Closed | -$19K | – | 171 |
|
|
2019
Q1 | $19K | Buy |
+277
| New | +$19K | 0.01% | 559 |
|
|
2018
Q3 | – | Sell |
-297
| Closed | -$16K | – | 275 |
|
|
2018
Q2 | $16K | Buy |
+297
| New | +$16K | 0.01% | 630 |
|
|
2018
Q1 | – | Sell |
-253
| Closed | -$13K | – | 258 |
|
|
2017
Q4 | $13K | Buy |
+253
| New | +$13K | 0.01% | 673 |
|