Mount Yale Investment Advisors’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	$24K	Buy	+328	New	+$24K	﹤0.01%	1009
2018 Q4	–	Sell	-365	Closed	-$21K	–	312
2018 Q3	$21K	Buy	365 +24	+7%	+$1.38K	﹤0.01%	768
2018 Q2	$18K	Buy	341 +153	+81%	+$8.08K	﹤0.01%	808
2018 Q1	$9K	Buy	+188	New	+$9K	﹤0.01%	844