Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,942
| Closed | -$651K | – | 785 |
|
|
2024
Q4 | $651K | Sell |
15,942
-2,730
| -15% | -$112K | 0.02% | 449 |
|
|
2024
Q3 | $905K | Sell |
18,672
-1,022
| -5% | -$49.6K | 0.02% | 389 |
|
|
2024
Q2 | $839K | Buy |
19,694
+760
| +4% | +$32.4K | 0.02% | 399 |
|
|
2024
Q1 | $809K | Buy |
+18,934
| New | +$809K | 0.02% | 401 |
|