Heritage Wealth Advisors’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 | $69.1K | Hold |
1,600
| – | – | ﹤0.01% | 278 |
|
|
2025
Q1 | $68.2K | Hold |
1,600
| – | – | ﹤0.01% | 275 |
|
|
2024
Q4 | $65.4K | Hold |
1,600
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $77.6K | Hold |
1,600
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $68.2K | Hold |
1,600
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $68.4K | Hold |
1,600
| – | – | ﹤0.01% | 299 |
|
|
2023
Q4 | $69K | Buy |
+1,600
| New | +$69K | ﹤0.01% | 307 |
|