JP Morgan Private Wealth Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.8M | Sell |
|
|||||
|
2023
Q2 | $2.51M | Sell |
|
|||||
|
2023
Q1 | $2.78M | Sell |
|
|||||
|
2022
Q4 | $2.99M | Buy |
|
|||||
|
2022
Q3 | $2.56M | Buy |
|
|||||
|
2022
Q2 | $2.34M | Buy |
|
|||||
|
2022
Q1 | $1.66M | Buy |
|
|||||
|
2021
Q4 | $1.25M | Sell |
|
|||||
|
2021
Q3 | $1.3M | Buy |
|
|||||
|
2021
Q2 | $1.35M | Buy |
|
|||||
|
2021
Q1 | $794K | Sell |
|
|||||
|
2020
Q4 | $1.05M | Sell |
|
|||||
|
2020
Q3 | $1.05M | Sell |
|
|||||
|
2020
Q2 | $1.4M | Sell |
|
|||||
|
2020
Q1 | $1.48M | Buy |
|
|||||
|
2019
Q4 | $1.32M | Buy |
|
|||||
|
2019
Q3 | $1.26M | Buy |
|
|||||
|
2019
Q2 | $1.09M | Sell |
|
|||||
|
2019
Q1 | $1.29M | Buy |
|
|||||
|
2018
Q4 | $1.1M | Sell |
|
|||||
|
2018
Q3 | $1M | Buy |
|
|||||
|
2018
Q2 | $970K | Buy |
|