Newbridge Financial Services Group’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-619
| Closed | -$43.9K | – | 1410 |
|
|
2022
Q4 | $43.9K | Hold |
619
| – | – | 0.03% | 497 |
|
|
2022
Q3 | $42K | Hold |
619
| – | – | 0.02% | 493 |
|
|
2022
Q2 | $45K | Hold |
619
| – | – | 0.03% | 422 |
|
|
2022
Q1 | $41K | Hold |
619
| – | – | 0.02% | 526 |
|
|
2021
Q4 | $44K | Hold |
619
| – | – | 0.02% | 494 |
|
|
2021
Q3 | $41K | Hold |
619
| – | – | 0.03% | 469 |
|
|
2021
Q2 | $44K | Hold |
619
| – | – | 0.03% | 478 |
|
|
2021
Q1 | $42K | Hold |
619
| – | – | 0.03% | 429 |
|
|
2020
Q4 | $41K | Hold |
619
| – | – | 0.03% | 367 |
|
|
2020
Q3 | $39K | Buy |
+619
| New | +$39K | 0.04% | 355 |
|