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Total Wealth Planning & Management’s Agree Realty ADC Stock Holding History

Total Wealth Planning & Management’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
5,255
-207
-4% -$15.1K 0.31% 114
2025
Q1 		$422K Buy
5,462
+98
+2% +$7.57K 0.4% 82
2024
Q4 		$378K Buy
+5,364
New +$378K 0.34% 89