International Assets Investment 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
Q4 | – | Sell |
-281,282
| Closed | -$3.73K | – | 842 |
|
|
2024
Q3 | $3.73K | Buy |
281,282
+276,355
| +5,609% | +$3.67K | 0.01% | 661 |
|
|
2024
Q2 | $305K | Buy |
+4,927
| New | +$305K | 0.03% | 540 |
|
|
2021
Q2 | – | Sell |
-33
| Closed | -$2K | – | 514 |
|
|
2021
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 1990 |
|
|
2020
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1863 |
|