GoalVest Advisory’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-90
| Closed | -$3.88K | – | 453 |
|
2023
Q4 | $3.88K | Sell |
90
-210
| -70% | -$9.05K | ﹤0.01% | 299 |
|
2023
Q3 | $10.6K | Buy |
+300
| New | +$10.6K | 0.01% | 276 |
|
2022
Q2 | – | Sell |
-340
| Closed | -$15K | – | 469 |
|
2022
Q1 | $15K | Buy |
+340
| New | +$15K | 0.01% | 215 |
|