BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $12.9K | Buy |
301
+3
| +1% | +$128 | ﹤0.01% | 532 |
|
|
2023
Q1 | $13.2K | Sell |
298
-997
| -77% | -$44K | ﹤0.01% | 565 |
|
|
2022
Q4 | $59.3K | Buy |
1,295
+3
| +0.2% | +$137 | 0.01% | 364 |
|
|
2022
Q3 | $51K | Buy |
1,292
+3
| +0.2% | +$118 | 0.01% | 369 |
|
|
2022
Q2 | $55K | Buy |
1,289
+3
| +0.2% | +$128 | 0.01% | 368 |
|
|
2022
Q1 | $58K | Buy |
1,286
+3
| +0.2% | +$135 | 0.01% | 381 |
|
|
2021
Q4 | $62K | Buy |
1,283
+3
| +0.2% | +$145 | 0.01% | 397 |
|
|
2021
Q3 | $55K | Buy |
1,280
+3
| +0.2% | +$129 | 0.01% | 388 |
|
|
2021
Q2 | $60K | Buy |
1,277
+2
| +0.2% | +$94 | 0.01% | 367 |
|
|
2021
Q1 | $56K | Buy |
1,275
+3
| +0.2% | +$132 | 0.01% | 355 |
|
|
2020
Q4 | $52K | Buy |
1,272
+3
| +0.2% | +$123 | 0.01% | 346 |
|
|
2020
Q3 | $44K | Buy |
1,269
+4
| +0.3% | +$139 | 0.01% | 352 |
|
|
2020
Q2 | $45K | Buy |
1,265
+40
| +3% | +$1.42K | 0.01% | 365 |
|
|
2020
Q1 | $39K | Buy |
1,225
+2
| +0.2% | +$64 | 0.01% | 351 |
|
|
2019
Q4 | $66K | Buy |
1,223
+2
| +0.2% | +$108 | 0.01% | 321 |
|
|
2019
Q3 | $69K | Buy |
+1,221
| New | +$69K | 0.01% | 298 |
|
|
2019
Q2 | – | Hold |
0
| – | -$67K | – | 305 |
|
|
2019
Q1 | – | Hold |
0
| – | -$59K | – | 314 |
|
|
2018
Q4 | – | Hold |
0
| – | -$54K | – | 287 |
|
|
2018
Q3 | – | Hold |
0
| – | -$53K | – | 307 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 316 |
|