Castle Rock 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 | – | Sell |
-6,041
| Closed | -$255K | – | 253 |
|
|
2025
Q1 | $255K | Buy |
6,041
+38
| +0.6% | +$1.6K | 0.07% | 204 |
|
|
2024
Q4 | $243K | Hold |
6,003
| – | – | 0.06% | 214 |
|
|
2024
Q3 | $287K | Buy |
6,003
+181
| +3% | +$8.65K | 0.07% | 207 |
|
|
2024
Q2 | $246K | Sell |
5,822
-35
| -0.6% | -$1.48K | 0.06% | 217 |
|
|
2024
Q1 | $238K | Buy |
5,857
+213
| +4% | +$8.67K | 0.07% | 213 |
|
|
2023
Q4 | $241K | Buy |
+5,644
| New | +$241K | 0.07% | 203 |
|