BTR Capital Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $340K | Hold |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $337K | Sell |
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|
2019
Q1 | $366K | Sell |
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|
2018
Q4 | $335K | Buy |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $285K | Hold |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $258K | Sell |
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|
2017
Q1 | $290K | Sell |
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|
2016
Q4 | $343K | Hold |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $362K | Sell |
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|
2016
Q1 | $333K | Sell |
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|
2015
Q4 | $312K | Hold |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $273K | Hold |
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|
2015
Q1 | $320K | Sell |
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|
2014
Q4 | $315K | Sell |
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|
2014
Q3 | $282K | Sell |
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|
2014
Q2 | $316K | Sell |
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|
2014
Q1 | $497K | Sell |
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|
2013
Q4 | $956K | Sell |
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|
2013
Q3 | $1.01M | Sell |
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|
2013
Q2 | $1.25M | Buy |
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