SWA
Sutton Wealth Advisors’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,171
| Closed | -$83.1K | – | 815 |
|
|
2022
Q4 | $83.1K | Sell |
1,171
-1
| -0.1% | -$71 | 0.03% | 280 |
|
|
2022
Q3 | $79.2K | Buy |
1,172
+14
| +1% | +$946 | 0.03% | 280 |
|
|
2022
Q2 | $83.5K | Buy |
1,158
+2
| +0.2% | +$144 | 0.03% | 267 |
|
|
2022
Q1 | $76.7K | Buy |
1,156
+149
| +15% | +$9.89K | 0.03% | 300 |
|
|
2021
Q4 | $71.9K | Buy |
1,007
+16
| +2% | +$1.14K | 0.02% | 324 |
|
|
2021
Q3 | $65.6K | Buy |
991
+93
| +10% | +$6.16K | 0.02% | 330 |
|
|
2021
Q2 | $63.3K | Buy |
898
+86
| +11% | +$6.06K | 0.02% | 343 |
|
|
2021
Q1 | $54.7K | Buy |
812
+131
| +19% | +$8.82K | 0.02% | 373 |
|
|
2020
Q4 | $45.3K | Hold |
681
| – | – | 0.02% | 384 |
|
|
2020
Q3 | $43.3K | Hold |
681
| – | – | 0.02% | 331 |
|
|
2020
Q2 | $44.7K | Sell |
681
-151
| -18% | -$9.92K | 0.02% | 327 |
|
|
2020
Q1 | $51.5K | Buy |
832
+151
| +22% | +$9.35K | 0.03% | 263 |
|
|
2019
Q4 | $47.8K | Hold |
681
| – | – | 0.02% | 318 |
|
|
2019
Q3 | $49.8K | Hold |
681
| – | – | 0.03% | 308 |
|
|
2019
Q2 | $43.6K | Hold |
681
| – | – | 0.03% | 333 |
|
|
2019
Q1 | $47.2K | Hold |
681
| – | – | 0.03% | 307 |
|
|
2018
Q4 | $40.3K | Hold |
681
| – | – | 0.03% | 315 |
|
|
2018
Q3 | $36.2K | Hold |
681
| – | – | 0.02% | 373 |
|
|
2018
Q2 | $35.9K | Hold |
681
| – | – | 0.03% | 382 |
|
|
2018
Q1 | $32.7K | Hold |
681
| – | – | 0.02% | 390 |
|
|
2017
Q4 | $35K | Hold |
681
| – | – | 0.03% | 370 |
|
|
2017
Q3 | $33.4K | Hold |
681
| – | – | 0.03% | 374 |
|
|
2017
Q2 | $31.2K | Hold |
681
| – | – | 0.02% | 381 |
|
|
2017
Q1 | $32.7K | Hold |
681
| – | – | 0.03% | 358 |
|
|
2016
Q4 | $31.4K | Hold |
681
| – | – | 0.03% | 362 |
|
|
2016
Q3 | $33.7K | Hold |
681
| – | – | 0.03% | 325 |
|
|
2016
Q2 | $32.9K | Hold |
681
| – | – | 0.03% | 315 |
|
|
2016
Q1 | $26.2K | Buy |
+681
| New | +$26.2K | 0.02% | 364 |
|