Avantax Advisory Services’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 | $233K | Buy |
+5,400
| New | +$233K | ﹤0.01% | 2097 |
|
|
2025
Q1 | – | Sell |
-15,555
| Closed | -$635K | – | 2297 |
|
|
2024
Q4 | $635K | Sell |
15,555
-14,176
| -48% | -$579K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $1.44M | Buy |
29,731
+1,046
| +4% | +$50.7K | 0.01% | 833 |
|
|
2024
Q2 | $1.22M | Buy |
+28,685
| New | +$1.22M | 0.01% | 880 |
|
|
2024
Q1 | – | Sell |
-7,016
| Closed | -$302K | – | 1706 |
|
|
2023
Q4 | $302K | Buy |
7,016
+332
| +5% | +$14.3K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $236K | Buy |
6,684
+83
| +1% | +$2.93K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $282K | Buy |
6,601
+392
| +6% | +$16.8K | ﹤0.01% | 1217 |
|
|
2023
Q1 | $274K | Buy |
6,209
+336
| +6% | +$14.8K | ﹤0.01% | 1198 |
|
|
2022
Q4 | $269K | Sell |
5,873
-5
| -0.1% | -$229 | ﹤0.01% | 1160 |
|
|
2022
Q3 | $234K | Buy |
5,878
+160
| +3% | +$6.37K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $246K | Sell |
5,718
-25
| -0.4% | -$1.08K | ﹤0.01% | 1107 |
|
|
2022
Q1 | $260K | Buy |
5,743
+237
| +4% | +$10.7K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $265K | Buy |
5,506
+179
| +3% | +$8.62K | ﹤0.01% | 1037 |
|
|
2021
Q3 | $229K | Sell |
5,327
-260
| -5% | -$11.2K | ﹤0.01% | 1050 |
|
|
2021
Q2 | $261K | Buy |
5,587
+528
| +10% | +$24.7K | ﹤0.01% | 965 |
|
|
2021
Q1 | $223K | Sell |
5,059
-1,476
| -23% | -$65.1K | ﹤0.01% | 930 |
|
|
2020
Q4 | $266K | Sell |
6,535
-7,302
| -53% | -$297K | 0.01% | 776 |
|
|
2020
Q3 | $477K | Buy |
13,837
+7,505
| +119% | +$259K | 0.01% | 807 |
|
|
2020
Q2 | $226K | Sell |
6,332
-108
| -2% | -$3.86K | 0.01% | 739 |
|
|
2020
Q1 | $207K | Sell |
6,440
-3,790
| -37% | -$122K | 0.01% | 708 |
|
|
2019
Q4 | $549K | Buy |
+10,230
| New | +$549K | 0.01% | 445 |
|
|
2019
Q3 | – | Sell |
-5,560
| Closed | -$295K | – | 588 |
|
|
2019
Q2 | $295K | Sell |
5,560
-514
| -8% | -$27.3K | 0.01% | 401 |
|
|
2019
Q1 | $336K | Sell |
6,074
-321
| -5% | -$17.8K | 0.02% | 335 |
|
|
2018
Q4 | $311K | Buy |
+6,395
| New | +$311K | 0.05% | 292 |
|