OneDigital 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	$248K	Sell	3,399 -41	-1%	-$3K	﹤0.01%	1272
2025 Q1	$266K	Sell	3,440 -41	-1%	-$3.17K	﹤0.01%	1183
2024 Q4	$245K	Buy	3,481 +91	+3%	+$6.41K	﹤0.01%	1232
2024 Q3	$255K	Buy	3,390 +42	+1%	+$3.16K	﹤0.01%	1241
2024 Q2	$207K	Buy	+3,348	New	+$207K	﹤0.01%	1279