Mount Yale Investment Advisors’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$24K Buy
2018
Q4
Sell
2018
Q3
$21K Buy
2018
Q2
$18K Buy
2018
Q1
$9K Buy