EverSource Wealth Advisors’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
5,540
+4,030
| +267% | +$174K | 0.01% | 786 |
|
|
2025
Q1 | $64.4K | Sell |
1,510
-3,443
| -70% | -$147K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $202K | Buy |
4,953
+4,449
| +883% | +$182K | 0.01% | 650 |
|
|
2024
Q3 | $24.4K | Sell |
504
-1,068
| -68% | -$51.7K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $70.6K | Buy |
1,572
+64
| +4% | +$2.87K | ﹤0.01% | 940 |
|
|
2024
Q1 | $61.1K | Sell |
1,508
-223
| -13% | -$9.04K | ﹤0.01% | 891 |
|
|
2023
Q4 | $74.6K | Buy |
1,731
+1,635
| +1,703% | +$70.5K | 0.01% | 747 |
|
|
2023
Q3 | $3.39K | Buy |
+96
| New | +$3.39K | ﹤0.01% | 1845 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$530 | – | 2570 |
|
|
2023
Q1 | $530 | Sell |
12
-67
| -85% | -$2.96K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $3.62K | Hold |
79
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q3 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 1559 |
|