J.W. Cole Advisors’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	$342K	Buy	4,676 +59	+1%	+$4.31K	0.01%	1076
2025 Q1	$356K	Buy	+4,617	New	+$356K	0.01%	882
2020 Q1	–	Sell	-2,959	Closed	-$208K	–	109
2019 Q4	$208K	Buy	+2,959	New	+$208K	0.03%	519