Private 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 | $1.61K | Hold |
22
| – | – | ﹤0.01% | 1151 |
|
|
2025
Q1 | $1.7K | Hold |
22
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q4 | $1.55K | Sell |
22
-50
| -69% | -$3.52K | ﹤0.01% | 1183 |
|
|
2024
Q3 | $5.42K | Hold |
72
| – | – | ﹤0.01% | 696 |
|
|
2024
Q2 | $4.46K | Hold |
72
| – | – | ﹤0.01% | 745 |
|
|
2024
Q1 | $4.11K | Buy |
72
+50
| +227% | +$2.86K | ﹤0.01% | 685 |
|
|
2023
Q4 | $1.39K | Buy |
+22
| New | +$1.39K | ﹤0.01% | 1145 |
|