Provenance 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 | $1.1K | Hold |
15
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $1.16K | Hold |
15
| – | – | ﹤0.01% | 457 |
|
|
2024
Q4 | $1.06K | Hold |
15
| – | – | ﹤0.01% | 489 |
|
|
2024
Q3 | $1.13K | Hold |
15
| – | – | ﹤0.01% | 519 |
|
|
2024
Q2 | $929 | Hold |
15
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $857 | Hold |
15
| – | – | ﹤0.01% | 494 |
|
|
2023
Q4 | $944 | Hold |
15
| – | – | ﹤0.01% | 533 |
|
|
2023
Q3 | $829 | Buy |
+15
| New | +$829 | ﹤0.01% | 427 |
|