Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$8K | – | 1265 |
|
|
2023
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 993 |
|
|
2022
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 878 |
|
|
2022
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 922 |
|
|
2022
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 790 |
|
|
2022
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 890 |
|
|
2021
Q4 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 882 |
|