Pathstone Family Office’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$216K Buy
+3,908
New +$216K ﹤0.01% 1467
2023
Q1
Sell
-6,043
Closed -$429K 1193
2022
Q4
$429K Sell
6,043
-104
-2% -$7.38K ﹤0.01% 1165
2022
Q3
$415K Buy
+6,147
New +$415K ﹤0.01% 1142