Carson Wealth (CWM LLC)’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.39M | Buy |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $155K | Buy |
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|
2023
Q2 | $99K | Buy |
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|
2023
Q1 | $52K | Buy |
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|
2022
Q4 | $50K | Sell |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $19K | Buy |
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