Janiczek 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
Q2 | $238K | Buy |
3,833
+1,375
| +56% | +$85.2K | 0.05% | 167 |
|
|
2024
Q1 | $141K | Sell |
2,458
-150
| -6% | -$8.58K | 0.03% | 234 |
|
|
2023
Q4 | $164K | Buy |
2,608
+1,563
| +150% | +$98.5K | 0.04% | 190 |
|
|
2023
Q3 | $57.8K | Buy |
1,045
+381
| +57% | +$21.1K | 0.02% | 343 |
|
|
2023
Q2 | $43.4K | Buy |
664
+606
| +1,045% | +$39.6K | 0.01% | 336 |
|
|
2023
Q1 | $3.83K | Buy |
+58
| New | +$3.83K | ﹤0.01% | 699 |
|