Corient Private Wealth’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 | $1.47M | Buy |
33,947
+6,301
| +23% | +$272K | ﹤0.01% | 1242 |
|
|
2025
Q1 | $1.18M | Buy |
27,646
+3,976
| +17% | +$170K | ﹤0.01% | 1211 |
|
|
2024
Q4 | $967K | Buy |
23,670
+22
| +0.1% | +$899 | ﹤0.01% | 1330 |
|
|
2024
Q3 | $1.15M | Buy |
23,648
+77
| +0.3% | +$3.73K | ﹤0.01% | 1316 |
|
|
2024
Q2 | $1M | Buy |
23,571
+786
| +3% | +$33.5K | ﹤0.01% | 1318 |
|
|
2024
Q1 | $974K | Sell |
22,785
-3,778
| -14% | -$161K | ﹤0.01% | 1317 |
|
|
2023
Q4 | $1.14M | Buy |
26,563
+982
| +4% | +$42.3K | ﹤0.01% | 1228 |
|
|
2023
Q3 | $904K | Buy |
25,581
+9,531
| +59% | +$337K | ﹤0.01% | 1227 |
|
|
2023
Q2 | $687K | Buy |
16,050
+187
| +1% | +$8K | ﹤0.01% | 1292 |
|
|
2023
Q1 | $700K | Buy |
15,863
+3,108
| +24% | +$137K | ﹤0.01% | 1225 |
|
|
2022
Q4 | $584K | Buy |
+12,755
| New | +$584K | ﹤0.01% | 1092 |
|