Concert Wealth Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,857
| Closed | -$246K | – | 767 |
|
|
2016
Q3 | $246K | Sell |
4,857
-63
| -1% | -$3.19K | 0.03% | 561 |
|
|
2016
Q2 | $253K | Sell |
4,920
-1,111
| -18% | -$57.1K | 0.03% | 525 |
|
|
2016
Q1 | $278K | Sell |
6,031
-45
| -0.7% | -$2.07K | 0.04% | 479 |
|
|
2015
Q4 | $245K | Buy |
6,076
+177
| +3% | +$7.14K | 0.03% | 531 |
|
|
2015
Q3 | $214K | Buy |
5,899
+81
| +1% | +$2.94K | 0.03% | 589 |
|
|
2015
Q2 | $204K | Buy |
5,818
+47
| +0.8% | +$1.65K | 0.03% | 630 |
|
|
2015
Q1 | $215K | Buy |
+5,771
| New | +$215K | 0.06% | 379 |
|