Annis Gardner Whiting Capital Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 652 |
|
2025
Q1 | $12.8K | Sell |
300
-3,948
| -93% | -$168K | 0.01% | 513 |
|
2024
Q4 | $174K | Sell |
4,248
-24
| -0.6% | -$980 | 0.05% | 216 |
|
2024
Q3 | $207K | Sell |
4,272
-5
| -0.1% | -$242 | 0.06% | 210 |
|
2024
Q2 | $182K | Sell |
4,277
-45
| -1% | -$1.92K | 0.05% | 222 |
|
2024
Q1 | $185K | Buy |
4,322
+1,907
| +79% | +$81.5K | 0.07% | 193 |
|
2023
Q4 | $104K | Hold |
2,415
| – | – | 0.05% | 215 |
|
2023
Q3 | $85.3K | Buy |
+2,415
| New | +$85.3K | 0.05% | 227 |
|