JOYN Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-241
| Closed | -$14K | – | 134 |
|
|
2018
Q4 | $14K | Buy |
241
+93
| +63% | +$5.4K | ﹤0.01% | 813 |
|
|
2018
Q3 | $8K | Buy |
148
+30
| +25% | +$1.62K | ﹤0.01% | 1011 |
|
|
2018
Q2 | $6K | Buy |
118
+58
| +97% | +$2.95K | ﹤0.01% | 1054 |
|
|
2018
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 946 |
|