TD Private Client Wealth’s Agree Realty ADC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.54K	Buy	47 +20	+74%	+$1.52K	﹤0.01%	1214
2025 Q4	$1.95K	Buy	+27	New	+$1.97K	﹤0.01%	1279
2022 Q4	–	Sell	-25	Closed	-$1.69K	–	1209
2022 Q3	$1.69K	Sell	25 -22	-47%	-$1.65K	﹤0.01%	1122
2022 Q2	$3.39K	Buy	47 +18	+62%	+$1.25K	﹤0.01%	1096
2022 Q1	$1.92K	Hold	29	–	–	﹤0.01%	1173
2021 Q4	$2.07K	Hold	29	–	–	﹤0.01%	1013
2021 Q3	$1.92K	Hold	29	–	–	﹤0.01%	1042
2021 Q2	$2.04K	Buy	+29	New	+$2.03K	﹤0.01%	1041
2021 Q1	–	Sell	-37	Closed	-$2.46K	–	1168
2020 Q4	$2.46K	Sell	37 -31	-46%	-$2.03K	﹤0.01%	943
2020 Q3	$4.33K	Hold	68	–	–	﹤0.01%	853
2020 Q2	$4.47K	Buy	+68	New	+$4.34K	﹤0.01%	847