Journey Strategic Wealth’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 | $561K | Buy |
7,677
+1,085
| +16% | +$79.3K | 0.02% | 269 |
|
|
2025
Q1 | $509K | Buy |
6,592
+229
| +4% | +$17.7K | 0.02% | 226 |
|
|
2024
Q4 | $448K | Buy |
6,363
+55
| +0.9% | +$3.88K | 0.02% | 241 |
|
|
2024
Q3 | $475K | Buy |
6,308
+606
| +11% | +$45.6K | 0.02% | 223 |
|
|
2024
Q2 | $353K | Buy |
5,702
+798
| +16% | +$49.4K | 0.02% | 215 |
|
|
2024
Q1 | $280K | Buy |
4,904
+517
| +12% | +$29.5K | 0.01% | 201 |
|
|
2023
Q4 | $276K | Buy |
+4,387
| New | +$276K | 0.01% | 148 |
|
|
2023
Q2 | – | Sell |
-4,335
| Closed | -$297K | – | 203 |
|
|
2023
Q1 | $297K | Buy |
+4,335
| New | +$297K | 0.03% | 157 |
|