Wealthstream Advisors’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,548
Closed -$223K 151
2023
Q4
$223K Buy
+3,548
New +$223K 0.09% 129