Institutional & Family Asset Management’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-47
| Closed | -$3K | – | 716 |
|
|
2022
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 531 |
|
|
2022
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 542 |
|
|
2022
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $3K | Sell |
47
-10
| -18% | -$638 | ﹤0.01% | 719 |
|
|
2021
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 733 |
|
|
2021
Q1 | $4K | Buy |
57
+25
| +78% | +$1.75K | ﹤0.01% | 704 |
|
|
2020
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 742 |
|