Legacy Capital Wealth Partners’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	–	Sell	-2,736	Closed	-$211K	–	369
2025 Q1	$211K	Buy	+2,736	New	+$211K	0.05%	332
2024 Q4	–	Sell	-3,217	Closed	-$242K	–	339
2024 Q3	$242K	Buy	+3,217	New	+$242K	0.05%	309