Spire Wealth Management’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 | $405K | Sell |
5,540
-300
| -5% | -$21.9K | 0.01% | 559 |
|
|
2025
Q1 | $451K | Hold |
5,840
| – | – | 0.01% | 592 |
|
|
2024
Q4 | $411K | Buy |
+5,840
| New | +$411K | 0.01% | 611 |
|
|
2022
Q2 | – | Sell |
-6,430
| Closed | -$427K | – | 2641 |
|
|
2022
Q1 | $427K | Sell |
6,430
-84
| -1% | -$5.58K | 0.01% | 624 |
|
|
2021
Q4 | $465K | Sell |
6,514
-140
| -2% | -$9.99K | 0.01% | 730 |
|
|
2021
Q3 | $441K | Hold |
6,654
| – | – | 0.01% | 632 |
|
|
2021
Q2 | $469K | Sell |
6,654
-200
| -3% | -$14.1K | 0.01% | 626 |
|
|
2021
Q1 | $461K | Buy |
+6,854
| New | +$461K | 0.01% | 696 |
|