Bartlett & Co Wealth Management’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 | $378K | Hold |
8,750
| – | – | 0.01% | 369 |
|
|
2025
Q1 | $373K | Sell |
8,750
-1,000
| -10% | -$42.7K | 0.01% | 367 |
|
|
2024
Q4 | $398K | Hold |
9,750
| – | – | 0.01% | 351 |
|
|
2024
Q3 | $473K | Sell |
9,750
-550
| -5% | -$26.7K | 0.01% | 335 |
|
|
2024
Q2 | $439K | Sell |
10,300
-1,000
| -9% | -$42.6K | 0.01% | 341 |
|
|
2024
Q1 | $483K | Sell |
11,300
-800
| -7% | -$34.2K | 0.01% | 331 |
|
|
2023
Q4 | $525K | Hold |
12,100
| – | – | 0.01% | 344 |
|
|
2023
Q3 | $428K | Sell |
12,100
-1,000
| -8% | -$35.3K | 0.01% | 357 |
|
|
2023
Q2 | $561K | Buy |
+13,100
| New | +$561K | 0.01% | 330 |
|
|
2023
Q1 | – | Sell |
-38
| Closed | -$1.74K | – | 1088 |
|
|
2022
Q4 | $1.74K | Hold |
38
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q3 | $1.52K | Hold |
38
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q2 | $1.63K | Buy |
+38
| New | +$1.63K | ﹤0.01% | 1204 |
|