Meritage Portfolio Management’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-40,781
Closed -$2.86M 185
2019
Q4
$2.86M Sell
40,781
-544
-1% -$38.2K 0.25% 140
2019
Q3
$3.02M Buy
41,325
+4,730
+13% +$346K 0.29% 112
2019
Q2
$2.34M Buy
+36,595
New +$2.34M 0.24% 129