EFS
Essex Financial Services’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,907
| Closed | -$691K | – | 654 |
|
|
2024
Q4 | $691K | Sell |
16,907
-1,634
| -9% | -$66.7K | 0.05% | 310 |
|
|
2024
Q3 | $898K | Sell |
18,541
-35
| -0.2% | -$1.7K | 0.06% | 264 |
|
|
2024
Q2 | $856K | Buy |
18,576
+3,740
| +25% | +$172K | 0.06% | 268 |
|
|
2024
Q1 | $634K | Buy |
14,836
+2,081
| +16% | +$88.9K | 0.06% | 285 |
|
|
2023
Q4 | $550K | Buy |
12,755
+1,080
| +9% | +$46.5K | 0.06% | 290 |
|
|
2023
Q3 | $413K | Buy |
11,675
+1,326
| +13% | +$46.9K | 0.05% | 315 |
|
|
2023
Q2 | $443K | Buy |
10,349
+740
| +8% | +$31.7K | 0.05% | 302 |
|
|
2023
Q1 | $424K | Buy |
9,609
+345
| +4% | +$15.2K | 0.04% | 318 |
|
|
2022
Q4 | $423K | Buy |
9,264
+780
| +9% | +$35.6K | 0.04% | 305 |
|
|
2022
Q3 | $338K | Buy |
8,484
+1,600
| +23% | +$63.7K | 0.04% | 320 |
|
|
2022
Q2 | $296K | Buy |
+6,884
| New | +$296K | 0.03% | 353 |
|