Concord Wealth Partners’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 | $3.63K | Buy |
84
+16
| +24% | +$691 | ﹤0.01% | 667 |
|
|
2025
Q1 | $2.9K | Hold |
68
| – | – | ﹤0.01% | 647 |
|
|
2024
Q4 | $2.78K | Hold |
68
| – | – | ﹤0.01% | 680 |
|
|
2024
Q3 | $3.3K | Sell |
68
-17
| -20% | -$824 | ﹤0.01% | 690 |
|
|
2024
Q2 | $3.62K | Buy |
85
+17
| +25% | +$724 | ﹤0.01% | 609 |
|
|
2024
Q1 | $2.91K | Buy |
+68
| New | +$2.91K | ﹤0.01% | 716 |
|