Physician Wealth 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
$8.33K Buy
114
+5
+5% +$365 ﹤0.01% 676
2025
Q1
$8.41K Sell
109
-80
-42% -$6.18K ﹤0.01% 638
2024
Q4
$13.3K Buy
+189
New +$13.3K ﹤0.01% 588