Summit Trail 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 | $278K | Buy |
+3,789
| New | +$278K | ﹤0.01% | 954 |
|
|
2024
Q4 | – | Sell |
-3,295
| Closed | -$249K | – | 396 |
|
|
2024
Q3 | $249K | Buy |
+3,295
| New | +$249K | 0.01% | 604 |
|
|
2018
Q1 | – | Sell |
-174
| Closed | -$9K | – | 431 |
|
|
2017
Q4 | $9K | Buy |
+174
| New | +$9K | ﹤0.01% | 1237 |
|