J.P. Morgan Private Wealth Advisors’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.8M | Sell |
32,553
-5,838
| -15% | -$322K | 0.01% | 778 |
|
|
2023
Q2 | $2.51M | Sell |
38,391
-2,141
| -5% | -$140K | 0.01% | 494 |
|
|
2023
Q1 | $2.78M | Sell |
40,532
-1,557
| -4% | -$107K | 0.01% | 761 |
|
|
2022
Q4 | $2.99M | Buy |
42,089
+4,265
| +11% | +$303K | 0.01% | 722 |
|
|
2022
Q3 | $2.56M | Buy |
37,824
+5,414
| +17% | +$366K | 0.01% | 757 |
|
|
2022
Q2 | $2.34M | Buy |
32,410
+7,411
| +30% | +$535K | 0.01% | 792 |
|
|
2022
Q1 | $1.66M | Buy |
24,999
+7,552
| +43% | +$501K | ﹤0.01% | 980 |
|
|
2021
Q4 | $1.25M | Sell |
17,447
-2,183
| -11% | -$156K | ﹤0.01% | 1128 |
|
|
2021
Q3 | $1.3M | Buy |
19,630
+514
| +3% | +$34K | ﹤0.01% | 1088 |
|
|
2021
Q2 | $1.35M | Buy |
19,116
+7,313
| +62% | +$516K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $794K | Sell |
11,803
-3,906
| -25% | -$263K | ﹤0.01% | 1140 |
|
|
2020
Q4 | $1.05M | Sell |
15,709
-866
| -5% | -$57.7K | ﹤0.01% | 993 |
|
|
2020
Q3 | $1.06M | Sell |
16,575
-4,772
| -22% | -$304K | ﹤0.01% | 872 |
|
|
2020
Q2 | $1.4M | Sell |
21,347
-2,604
| -11% | -$171K | 0.01% | 688 |
|
|
2020
Q1 | $1.48M | Buy |
23,951
+5,122
| +27% | +$317K | 0.01% | 601 |
|
|
2019
Q4 | $1.32M | Buy |
18,829
+1,627
| +9% | +$114K | 0.01% | 704 |
|
|
2019
Q3 | $1.26M | Buy |
17,202
+158
| +0.9% | +$11.6K | 0.01% | 694 |
|
|
2019
Q2 | $1.09M | Sell |
17,044
-1,542
| -8% | -$98.8K | 0.01% | 729 |
|
|
2019
Q1 | $1.29M | Buy |
18,586
+54
| +0.3% | +$3.75K | 0.01% | 713 |
|
|
2018
Q4 | $1.1M | Sell |
18,532
-372
| -2% | -$22K | 0.01% | 725 |
|
|
2018
Q3 | $1M | Buy |
18,904
+525
| +3% | +$27.9K | ﹤0.01% | 828 |
|
|
2018
Q2 | $970K | Buy |
+18,379
| New | +$970K | 0.01% | 787 |
|