Wealthcare Advisory Partners’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28
| Closed | -$2K | – | 565 |
|
|
2021
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1838 |
|
|
2020
Q2 | – | Sell |
-178
| Closed | -$11K | – | 332 |
|
|
2020
Q1 | $11K | Buy |
178
+150
| +536% | +$9.27K | ﹤0.01% | 890 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1235 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1188 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1167 |
|
|
2019
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1049 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1160 |
|