Concentric Wealth Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $325K | Hold |
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|
2024
Q1 | $326K | Hold |
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|
2023
Q4 | $329K | Sell |
|
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $331K | Hold |
|
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $451K | Sell |
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|
2021
Q3 | $416K | Hold |
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|
2021
Q2 | $451K | Hold |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $463K | Sell |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $414K | Sell |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $706K | Buy |
|