Independent Order of Foresters’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,803
| Closed | -$54K | – | 129 |
|
|
2014
Q2 | $54K | Hold |
1,803
| – | – | 0.05% | 110 |
|
|
2014
Q1 | $55K | Hold |
1,803
| – | – | 0.05% | 105 |
|
|
2013
Q4 | $52K | Sell |
1,803
-4,000
| -69% | -$115K | 0.05% | 107 |
|
|
2013
Q3 | $175K | Sell |
5,803
-4,800
| -45% | -$145K | 0.17% | 85 |
|
|
2013
Q2 | $313K | Buy |
+10,603
| New | +$313K | 0.32% | 73 |
|