WAG
Wiser Advisor Group’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-441
| Closed | -$34.1K | – | 47 |
|
|
2025
Q1 | $34.1K | Buy |
441
+4
| +0.9% | +$309 | 0.05% | 115 |
|
|
2024
Q4 | $30.8K | Sell |
437
-7
| -2% | -$493 | 0.04% | 118 |
|
|
2024
Q3 | $33.5K | Buy |
444
+5
| +1% | +$377 | 0.05% | 121 |
|
|
2024
Q2 | $27.2K | Buy |
439
+6
| +1% | +$372 | 0.04% | 126 |
|
|
2024
Q1 | $24.8K | Buy |
433
+4
| +0.9% | +$229 | 0.04% | 133 |
|
|
2023
Q4 | $27K | Buy |
+429
| New | +$27K | 0.04% | 130 |
|