CIBC Private Wealth Group’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.1K | Sell |
1,136
-482
| -30% | -$20.8K | ﹤0.01% | 1673 |
|
|
2025
Q1 | $60.8K | Buy |
1,618
+572
| +55% | +$21.5K | ﹤0.01% | 1564 |
|
|
2024
Q4 | $40.7K | Buy |
1,046
+20
| +2% | +$778 | ﹤0.01% | 1757 |
|
|
2024
Q3 | $49.8K | Buy |
1,026
+211
| +26% | +$10.2K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $34.6K | Sell |
815
-35
| -4% | -$1.49K | ﹤0.01% | 1822 |
|
|
2024
Q1 | $35.9K | Buy |
+850
| New | +$35.9K | ﹤0.01% | 1804 |
|
|
2018
Q3 | – | Sell |
-1,500
| Closed | -$66K | – | 1449 |
|
|
2018
Q2 | $66K | Hold |
1,500
| – | – | ﹤0.01% | 1106 |
|
|
2018
Q1 | $59K | Hold |
1,500
| – | – | ﹤0.01% | 1118 |
|
|
2017
Q4 | $65K | Buy |
+1,500
| New | +$65K | ﹤0.01% | 1115 |
|
|
2014
Q4 | – | Sell |
-15,350
| Closed | -$530K | – | 615 |
|
|
2014
Q3 | $530K | Buy |
15,350
+2,850
| +23% | +$98.4K | ﹤0.01% | 530 |
|
|
2014
Q2 | $465K | Sell |
12,500
-23,530
| -65% | -$875K | ﹤0.01% | 528 |
|
|
2014
Q1 | $1.21M | Buy |
+36,030
| New | +$1.21M | 0.01% | 408 |
|