Miles Capital’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 | $331K | Sell |
5,343
-1,905
| -26% | -$118K | 0.36% | 76 |
|
2019
Q4 | $509K | Sell |
7,248
-46
| -0.6% | -$3.23K | 0.41% | 72 |
|
2019
Q3 | $534K | Sell |
7,294
-15
| -0.2% | -$1.1K | 0.44% | 65 |
|
2019
Q2 | $468K | Buy |
7,309
+482
| +7% | +$30.9K | 0.38% | 75 |
|
2019
Q1 | $473K | Sell |
6,827
-144
| -2% | -$9.98K | 0.41% | 68 |
|
2018
Q4 | $412K | Buy |
6,971
+1,027
| +17% | +$60.7K | 0.41% | 68 |
|
2018
Q3 | $316K | Buy |
5,944
+18
| +0.3% | +$957 | 0.26% | 105 |
|
2018
Q2 | $313K | Hold |
5,926
| – | – | 0.19% | 108 |
|
2018
Q1 | $285K | Buy |
+5,926
| New | +$285K | 0.16% | 125 |
|