Lee Financial’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$12.6K | – | 155 |
|
|
2023
Q4 | $12.6K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $13.1K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2023
Q1 | $13.7K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $14.2K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
|
2022
Q3 | $14K | Buy |
200
+80
| +67% | +$5.6K | ﹤0.01% | 377 |
|
|
2022
Q2 | $9K | Buy |
+120
| New | +$9K | ﹤0.01% | 457 |
|
|
2018
Q3 | – | Sell |
-250
| Closed | -$13K | – | 462 |
|
|
2018
Q2 | $13K | Sell |
250
-250
| -50% | -$13K | ﹤0.01% | 421 |
|
|
2018
Q1 | $24K | Buy |
500
+250
| +100% | +$12K | 0.01% | 329 |
|
|
2017
Q4 | $13K | Hold |
250
| – | – | ﹤0.01% | 285 |
|
|
2017
Q3 | $12K | Hold |
250
| – | – | ﹤0.01% | 297 |
|
|
2017
Q2 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 305 |
|