Core Wealth Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-293
| Closed | -$12.5K | – | 178 |
|
|
2024
Q1 | $12.5K | Hold |
293
| – | – | ﹤0.01% | 173 |
|
|
2023
Q4 | $12.6K | Buy |
293
+71
| +32% | +$3.06K | ﹤0.01% | 169 |
|
|
2023
Q3 | $7.85K | Hold |
222
| – | – | ﹤0.01% | 176 |
|
|
2023
Q2 | $9.5K | Sell |
222
-300
| -57% | -$12.8K | ﹤0.01% | 160 |
|
|
2023
Q1 | $23K | Hold |
522
| – | – | 0.01% | 105 |
|
|
2022
Q4 | $23.9K | Hold |
522
| – | – | 0.01% | 108 |
|
|
2022
Q3 | $21K | Buy |
522
+222
| +74% | +$8.93K | 0.01% | 94 |
|
|
2022
Q2 | $13K | Buy |
+300
| New | +$13K | 0.01% | 131 |
|