Next Financial Group’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2848 |
|
|
2020
Q2 | – | Sell |
-207
| Closed | -$13K | – | 605 |
|
|
2020
Q1 | $13K | Sell |
207
-268
| -56% | -$16.8K | ﹤0.01% | 1417 |
|
|
2019
Q4 | $33K | Buy |
475
+161
| +51% | +$11.2K | ﹤0.01% | 1352 |
|
|
2019
Q3 | $23K | Hold |
314
| – | – | ﹤0.01% | 1382 |
|
|
2019
Q2 | $20K | Buy |
+314
| New | +$20K | ﹤0.01% | 1454 |
|
|
2019
Q1 | – | Sell |
-64
| Closed | -$4K | – | 1619 |
|
|
2018
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 1579 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$3K | – | 1710 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1495 |
|
|
2015
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1594 |
|
|
2015
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1644 |
|
|
2015
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1593 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1621 |
|
|
2014
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2207 |
|