Clearstead Advisors’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 | $69.5K | Buy |
1,610
+1,537
| +2,105% | +$66.4K | ﹤0.01% | 1173 |
|
|
2025
Q1 | $3.11K | Buy |
+73
| New | +$3.11K | ﹤0.01% | 1819 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$970 | – | 2159 |
|
|
2024
Q3 | $970 | Buy |
+20
| New | +$970 | ﹤0.01% | 1918 |
|
|
2022
Q2 | – | Sell |
-52
| Closed | -$2K | – | 1384 |
|
|
2022
Q1 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1214 |
|
|
2020
Q3 | – | Sell |
-1,150
| Closed | -$41K | – | 918 |
|
|
2020
Q2 | $41K | Hold |
1,150
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $37K | Buy |
+1,150
| New | +$37K | 0.01% | 440 |
|