Charter Oak Capital Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-247
| Closed | -$11K | – | 619 |
|
|
2022
Q2 | $11K | Hold |
247
| – | – | ﹤0.01% | 578 |
|
|
2022
Q1 | $11K | Hold |
247
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $12K | Hold |
247
| – | – | ﹤0.01% | 596 |
|
|
2021
Q3 | $11K | Hold |
247
| – | – | ﹤0.01% | 564 |
|
|
2021
Q2 | $12K | Hold |
247
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $11K | Hold |
247
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $10K | Buy |
+247
| New | +$10K | ﹤0.01% | 513 |
|