Integrated Investment Consultants’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Sell |
5,167
-134
| -3% | -$9.79K | 0.07% | 183 |
|
|
2025
Q1 | $409K | Hold |
5,301
| – | – | 0.08% | 188 |
|
|
2024
Q4 | $373K | Sell |
5,301
-175
| -3% | -$12.3K | 0.08% | 201 |
|
|
2024
Q3 | $413K | Sell |
5,476
-120
| -2% | -$9.04K | 0.09% | 177 |
|
|
2024
Q2 | $320K | Hold |
5,596
| – | – | 0.09% | 188 |
|
|
2024
Q1 | $320K | Buy |
+5,596
| New | +$320K | 0.09% | 188 |
|
|
2018
Q2 | – | Sell |
-1,953
| Closed | -$94K | – | 171 |
|
|
2018
Q1 | $94K | Buy |
+1,953
| New | +$94K | 0.04% | 334 |
|
|
2017
Q3 | $96K | Hold |
1,953
| – | – | 0.04% | 303 |
|
|
2017
Q2 | $90K | Hold |
1,953
| – | – | 0.04% | 310 |
|
|
2017
Q1 | $94K | Hold |
1,953
| – | – | 0.04% | 300 |
|
|
2016
Q4 | $90K | Hold |
1,953
| – | – | 0.04% | 291 |
|
|
2016
Q3 | $92K | Hold |
1,953
| – | – | 0.05% | 285 |
|
|
2016
Q2 | $94K | Hold |
1,953
| – | – | 0.05% | 276 |
|
|
2016
Q1 | $76K | Buy |
+1,953
| New | +$76K | 0.04% | 287 |
|