A detailed history of Ever Source Wealth Advisors, LLC transactions in Agree Realty Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 411 shares of ADC stock, worth $25,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares
411
Previous 366 12.3%
Holding current value
$25,469
Previous $20,000 15.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$54.95 - $63.71 $2,472 - $2,866
45 Added 12.3%
411 $23,000
Q4 2023

Feb 09, 2024

BUY
$53.86 - $63.47 $16,481 - $19,421
306 Added 510.0%
366 $23,000
Q3 2023

Nov 03, 2023

SELL
$55.18 - $69.07 $4,855 - $6,078
-88 Reduced 59.46%
60 $3,000
Q2 2023

Aug 04, 2023

SELL
$64.19 - $68.16 $9,500 - $10,087
-148 Reduced 50.0%
148 $9,000
Q1 2023

May 11, 2023

SELL
$64.94 - $75.12 $2,857 - $3,305
-44 Reduced 12.94%
296 $20,000
Q4 2022

Feb 09, 2023

SELL
$63.49 - $72.18 $87,362 - $99,319
-1,376 Reduced 80.19%
340 $24,000
Q3 2022

Nov 07, 2022

BUY
$19.68 - $80.35 $4,723 - $19,284
240 Added 16.26%
1,716 $115,000
Q2 2022

Aug 01, 2022

BUY
$65.83 - $74.12 $87,883 - $98,950
1,335 Added 946.81%
1,476 $107,000
Q1 2022

May 25, 2022

SELL
$62.38 - $71.33 $3,929 - $4,493
-63 Reduced 30.88%
141 $9,000
Q4 2021

Feb 07, 2022

BUY
$66.45 - $71.82 $13,555 - $14,651
204 New
204 $15,000

Others Institutions Holding ADC

About AGREE REALTY CORP


  • Ticker ADC
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 79,833,600
  • Market Cap $4.95B
  • 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...
More about ADC
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