True Wealth Design’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$995 Hold
2025
Q2
$1.02K Sell
2025
Q1
$1.31K Buy
2023
Q2
Sell
2023
Q1
$1.03K Buy