Wealthspire Advisors (Maryland)’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-97
| Closed | -$7K | – | 479 |
|
|
2019
Q1 | $7K | Hold |
97
| – | – | ﹤0.01% | 1655 |
|
|
2018
Q4 | $6K | Hold |
97
| – | – | ﹤0.01% | 1633 |
|
|
2018
Q3 | $5K | Buy |
97
+29
| +43% | +$1.5K | ﹤0.01% | 1770 |
|
|
2018
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 1845 |
|
|
2018
Q1 | $3K | Buy |
68
+9
| +15% | +$397 | ﹤0.01% | 1983 |
|
|
2017
Q4 | $3K | Buy |
59
+56
| +1,867% | +$2.85K | ﹤0.01% | 1962 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2233 |
|