Jamison Private Wealth 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 |
-678
| Closed | -$51.1K | – | 205 |
|
|
2024
Q3 | $51.1K | Buy |
678
+3
| +0.4% | +$226 | 0.01% | 250 |
|
|
2024
Q2 | $41.8K | Sell |
675
-71
| -10% | -$4.4K | 0.01% | 252 |
|
|
2024
Q1 | $42.6K | Buy |
746
+5
| +0.7% | +$285 | 0.01% | 260 |
|
|
2023
Q4 | $46.6K | Buy |
741
+364
| +97% | +$22.9K | 0.01% | 240 |
|
|
2023
Q3 | $20.8K | Buy |
+377
| New | +$20.8K | ﹤0.01% | 270 |
|