Pinnacle Wealth Planning Services’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,859
Closed -$203K 471
2022
Q4
$203K Buy
+2,859
New +$203K 0.04% 374
2021
Q1
Sell
-653
Closed -$43K 355
2020
Q4
$43K Buy
+653
New +$43K 0.01% 853