Wealth Enhancement Advisory Services’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
13,517
+1,908
| +16% | +$137K | ﹤0.01% | 1760 |
|
|
2025
Q1 | $896K | Buy |
11,609
+504
| +5% | +$38.9K | ﹤0.01% | 1656 |
|
|
2024
Q4 | $782K | Buy |
11,105
+1,470
| +15% | +$104K | ﹤0.01% | 1673 |
|
|
2024
Q3 | $726K | Buy |
9,635
+531
| +6% | +$40K | ﹤0.01% | 1576 |
|
|
2024
Q2 | $564K | Buy |
+9,104
| New | +$564K | ﹤0.01% | 1578 |
|
|
2024
Q1 | – | Sell |
-3,347
| Closed | -$211K | – | 2382 |
|
|
2023
Q4 | $211K | Buy |
+3,347
| New | +$211K | ﹤0.01% | 2062 |
|