Perigon Wealth Management’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,511
Closed -$249K 827
2023
Q3
$249K Buy
+4,511
New +$249K 0.01% 658