Bogart Wealth LLC’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 | $20.3K | Buy |
471
+20
| +4% | +$864 | ﹤0.01% | 622 |
|
|
2025
Q1 | $19.2K | Sell |
451
-40
| -8% | -$1.71K | ﹤0.01% | 590 |
|
|
2024
Q4 | $20.1K | Buy |
491
+44
| +10% | +$1.8K | ﹤0.01% | 579 |
|
|
2024
Q3 | $21.7K | Hold |
447
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $19K | Hold |
447
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $19.1K | Hold |
447
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $19.3K | Hold |
447
| – | – | ﹤0.01% | 510 |
|
|
2023
Q3 | $15.8K | Sell |
447
-18
| -4% | -$636 | ﹤0.01% | 516 |
|
|
2023
Q2 | $19.9K | Hold |
465
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $20.5K | Hold |
465
| – | – | ﹤0.01% | 455 |
|
|
2022
Q4 | $21.3K | Hold |
465
| – | – | ﹤0.01% | 427 |
|
|
2022
Q3 | $19K | Sell |
465
-226
| -33% | -$9.23K | ﹤0.01% | 439 |
|
|
2022
Q2 | $30K | Hold |
691
| – | – | ﹤0.01% | 365 |
|
|
2022
Q1 | $31K | Buy |
691
+447
| +183% | +$20.1K | ﹤0.01% | 325 |
|
|
2021
Q4 | $12K | Hold |
244
| – | – | ﹤0.01% | 457 |
|
|
2021
Q3 | $11K | Hold |
244
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $11K | Hold |
244
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $11K | Hold |
244
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $9K | Hold |
244
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $8K | Hold |
244
| – | – | ﹤0.01% | 328 |
|
|
2020
Q2 | $9K | Hold |
244
| – | – | ﹤0.01% | 300 |
|
|
2020
Q1 | $8K | Hold |
244
| – | – | ﹤0.01% | 292 |
|
|
2019
Q4 | $13K | Hold |
244
| – | – | ﹤0.01% | 262 |
|
|
2019
Q3 | $14K | Hold |
244
| – | – | 0.01% | 234 |
|
|
2019
Q2 | $12K | Sell |
244
-18
| -7% | -$885 | 0.01% | 230 |
|
|
2019
Q1 | $14K | Sell |
262
-416
| -61% | -$22.2K | 0.01% | 218 |
|
|
2018
Q4 | $32K | Sell |
678
-648
| -49% | -$30.6K | 0.02% | 169 |
|
|
2018
Q3 | $59K | Sell |
1,326
-452
| -25% | -$20.1K | 0.03% | 131 |
|
|
2018
Q2 | $78K | Hold |
1,778
| – | – | 0.05% | 114 |
|
|
2018
Q1 | $70K | Hold |
1,778
| – | – | 0.04% | 121 |
|
|
2017
Q4 | $77K | Hold |
1,778
| – | – | 0.05% | 103 |
|
|
2017
Q3 | $75K | Buy |
+1,778
| New | +$75K | 0.06% | 101 |
|