Piedmont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,339
| Closed | -$648K | – | 937 |
|
|
2019
Q1 | $648K | Buy |
9,339
+1,150
| +14% | +$79.8K | 0.03% | 422 |
|
|
2018
Q4 | $484K | Buy |
8,189
+1,054
| +15% | +$62.3K | 0.02% | 473 |
|
|
2018
Q3 | $379K | Sell |
7,135
-82
| -1% | -$4.36K | 0.02% | 660 |
|
|
2018
Q2 | $381K | Buy |
7,217
+592
| +9% | +$31.3K | 0.02% | 542 |
|
|
2018
Q1 | $318K | Buy |
6,625
+620
| +10% | +$29.8K | 0.01% | 550 |
|
|
2017
Q4 | $309K | Sell |
6,005
-233
| -4% | -$12K | 0.01% | 560 |
|
|
2017
Q3 | $306K | Buy |
6,238
+129
| +2% | +$6.33K | 0.01% | 566 |
|
|
2017
Q2 | $280K | Buy |
+6,109
| New | +$280K | 0.01% | 590 |
|