SCM
Schnieders Capital Management’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Sell |
9,051
-450
| -5% | -$32.9K | 0.12% | 113 |
|
|
2025
Q1 | $733K | Sell |
9,501
-2,700
| -22% | -$208K | 0.16% | 93 |
|
|
2024
Q4 | $860K | Buy |
12,201
+41
| +0.3% | +$2.89K | 0.17% | 87 |
|
|
2024
Q3 | $916K | Hold |
12,160
| – | – | 0.17% | 88 |
|
|
2024
Q2 | $753K | Sell |
12,160
-650
| -5% | -$40.3K | 0.15% | 90 |
|
|
2024
Q1 | $732K | Sell |
12,810
-1,450
| -10% | -$82.8K | 0.15% | 95 |
|
|
2023
Q4 | $898K | Buy |
+14,260
| New | +$898K | 0.2% | 81 |
|