Liberty Wealth Management’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-184
| Closed | -$12K | – | 176 |
|
|
2021
Q3 | $12K | Buy |
184
+89
| +94% | +$5.8K | ﹤0.01% | 780 |
|
|
2021
Q2 | $7K | Sell |
95
-6
| -6% | -$442 | ﹤0.01% | 720 |
|
|
2021
Q1 | $7K | Buy |
101
+7
| +7% | +$485 | ﹤0.01% | 646 |
|
|
2020
Q4 | $6K | Buy |
94
+5
| +6% | +$319 | ﹤0.01% | 665 |
|
|
2020
Q3 | $6K | Buy |
89
+1
| +1% | +$67 | ﹤0.01% | 584 |
|
|
2020
Q2 | $6K | Buy |
88
+1
| +1% | +$68 | ﹤0.01% | 563 |
|
|
2020
Q1 | $5K | Sell |
87
-6
| -6% | -$345 | ﹤0.01% | 562 |
|
|
2019
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 632 |
|
|
2019
Q3 | $7K | Buy |
93
+1
| +1% | +$75 | 0.01% | 571 |
|
|
2019
Q2 | $6K | Buy |
92
+1
| +1% | +$65 | 0.01% | 614 |
|
|
2019
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 502 |
|
|
2018
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 537 |
|