Carolinas Wealth Consulting LLC Agree Realty Corp Transaction History

Carolinas Wealth Consulting LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$64.19 - $68.16 $449 - $477	-7 Closed	0 $0
Q1 2023 May 15, 2023	SELL	$64.94 - $75.12 $714 - $826	-11 Reduced 61.11%	7 $0
Q4 2022 Feb 14, 2023	BUY	$63.49 - $72.18 $1,142 - $1,299	18 New	18 $1,000
Q1 2022 May 17, 2022	SELL	$62.38 - $71.33 $2,557 - $2,924	-41 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$66.45 - $71.82 $531 - $574	8 Added 24.24%	41 $3,000
Q2 2021 Aug 17, 2021	BUY	$67.48 - $73.72 $202 - $221	3 Added 10.0%	33 $2,000
Q1 2021 May 17, 2021	BUY	$62.35 - $69.43 $1,870 - $2,082	30 New	30 $2,000
Q3 2020 Nov 12, 2020	SELL	$62.3 - $69.81 $1,432 - $1,605	-23 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$57.08 - $70.11 $1,312 - $1,612	23 New	23 $2,000

460

109M

99.3K

63K

Ticker ADC
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 79,833,600
Market Cap $6.15B
Description
Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million squar...

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.