Kapitalo Investimentos’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,869
| Closed | -$413K | – | 86 |
|
|
2024
Q4 | $413K | Buy |
5,869
+1,100
| +23% | +$77.5K | 0.28% | 28 |
|
|
2024
Q3 | $359K | Buy |
+4,769
| New | +$359K | 0.09% | 75 |
|
|
2023
Q4 | – | Sell |
-8,767
| Closed | -$484K | – | 529 |
|
|
2023
Q3 | $484K | Buy |
8,767
+7,602
| +653% | +$420K | 0.07% | 107 |
|
|
2023
Q2 | $76.2K | Buy |
+1,165
| New | +$76.2K | 0.01% | 370 |
|