Arete Wealth Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,451
| Closed | -$239K | – | 389 |
|
|
2019
Q4 | $239K | Sell |
4,451
-620
| -12% | -$33.3K | 0.04% | 338 |
|
|
2019
Q3 | $286K | Buy |
5,071
+265
| +6% | +$14.9K | 0.05% | 297 |
|
|
2019
Q2 | $255K | Hold |
4,806
| – | – | 0.05% | 325 |
|
|
2019
Q1 | $266K | Sell |
4,806
-753
| -14% | -$41.7K | 0.06% | 308 |
|
|
2018
Q4 | $270K | Sell |
5,559
-360
| -6% | -$17.5K | 0.07% | 287 |
|
|
2018
Q3 | $265K | Buy |
5,919
+355
| +6% | +$15.9K | 0.06% | 284 |
|
|
2018
Q2 | $245K | Buy |
+5,564
| New | +$245K | 0.06% | 309 |
|
|
2017
Q4 | – | Sell |
-17,888
| Closed | -$745K | – | 325 |
|
|
2017
Q3 | $745K | Buy |
+17,888
| New | +$745K | 0.3% | 104 |
|