Prestige Wealth Management Group’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 | – | Sell |
-92
| Closed | -$7.13K | – | 1009 |
|
|
2025
Q1 | $7.13K | Hold |
92
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $6.51K | Hold |
92
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $6.95K | Hold |
92
| – | – | ﹤0.01% | 528 |
|
|
2024
Q2 | $5.72K | Hold |
92
| – | – | ﹤0.01% | 516 |
|
|
2024
Q1 | $5.28K | Buy |
92
+80
| +667% | +$4.59K | ﹤0.01% | 553 |
|
|
2023
Q4 | $759 | Sell |
12
-117
| -91% | -$7.4K | ﹤0.01% | 883 |
|
|
2023
Q3 | $7.16K | Buy |
+129
| New | +$7.16K | ﹤0.01% | 500 |
|
|
2023
Q1 | – | Sell |
-40
| Closed | -$2.85K | – | 1052 |
|
|
2022
Q4 | $2.85K | Buy |
+40
| New | +$2.85K | ﹤0.01% | 750 |
|