Patriot Financial Group Insurance Agency’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-114
| Closed | -$8K | – | 425 |
|
|
2022
Q2 | $8K | Sell |
114
-6
| -5% | -$421 | ﹤0.01% | 1317 |
|
|
2022
Q1 | $8K | Buy |
120
+71
| +145% | +$4.73K | ﹤0.01% | 1426 |
|
|
2021
Q4 | $3K | Sell |
49
-7
| -13% | -$429 | ﹤0.01% | 1830 |
|
|
2021
Q3 | $4K | Buy |
56
+22
| +65% | +$1.57K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 1838 |
|
|
2021
Q1 | $2K | Sell |
34
-116
| -77% | -$6.82K | ﹤0.01% | 1740 |
|
|
2020
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 1025 |
|
|
2020
Q2 | $10K | Buy |
150
+8
| +6% | +$533 | ﹤0.01% | 966 |
|
|
2020
Q1 | $9K | Buy |
+142
| New | +$9K | ﹤0.01% | 875 |
|