Wealthspire Advisors (New York)’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	$282K	Sell	3,862 -323	-8%	-$23.6K	﹤0.01%	685
2025 Q1	$323K	Sell	4,185 -363	-8%	-$28K	﹤0.01%	624
2024 Q4	$320K	Buy	4,548 +572	+14%	+$40.3K	﹤0.01%	635
2024 Q3	$300K	Buy	3,976 +109	+3%	+$8.21K	﹤0.01%	619
2024 Q2	$240K	Buy	+3,867	New	+$240K	﹤0.01%	584