CRWM
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Castle Rock Wealth Management’s NNN REIT NNN Stock Holding History

Castle Rock Wealth Management’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$332K Sell
7,132
-80
-1% -$3.57K 0.07% 217
2026
Q1 		$308K Hold
7,212
– – 0.07% 217
2025
Q4 		$301K Buy
7,212
+181
+3% +$7.42K 0.07% 212
2025
Q3 		$300K Buy
+7,031
New +$299K 0.07% 209
2025
Q2 		– Sell
-6,041
Closed -$255K – 253
2025
Q1 		$255K Buy
6,041
+38
+0.6% +$1.55K 0.07% 204
2024
Q4 		$243K Hold
6,003
– – 0.06% 214
2024
Q3 		$287K Buy
6,003
+181
+3% +$8.37K 0.07% 207
2024
Q2 		$246K Sell
5,822
-35
-0.6% -$1.46K 0.06% 217
2024
Q1 		$238K Buy
5,857
+213
+4% +$8.86K 0.07% 213
2023
Q4 		$241K Buy
+5,644
New +$219K 0.07% 203

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PDN
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SEP
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RSC
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YIH
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MWM
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MMHP
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