IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,656
| Closed | -$201K | – | 1050 |
|
|
2023
Q4 | $201K | Buy |
+4,656
| New | +$201K | 0.01% | 906 |
|
|
2023
Q2 | – | Sell |
-4,911
| Closed | -$217K | – | 1004 |
|
|
2023
Q1 | $217K | Sell |
4,911
-310
| -6% | -$13.7K | 0.01% | 823 |
|
|
2022
Q4 | $239K | Sell |
5,221
-396
| -7% | -$18.1K | 0.02% | 750 |
|
|
2022
Q3 | $224K | Buy |
5,617
+950
| +20% | +$37.9K | 0.02% | 741 |
|
|
2022
Q2 | $201K | Buy |
+4,667
| New | +$201K | 0.02% | 663 |
|
|
2022
Q1 | – | Sell |
-4,220
| Closed | -$203K | – | 825 |
|
|
2021
Q4 | $203K | Buy |
+4,220
| New | +$203K | 0.02% | 745 |
|
|
2021
Q3 | – | Sell |
-5,467
| Closed | -$256K | – | 921 |
|
|
2021
Q2 | $256K | Buy |
+5,467
| New | +$256K | 0.02% | 772 |
|
|
2018
Q2 | – | Sell |
-1,587
| Closed | -$61K | – | 1030 |
|
|
2018
Q1 | $61K | Sell |
1,587
-1,098
| -41% | -$42.2K | 0.02% | 619 |
|
|
2017
Q4 | $112K | Sell |
2,685
-313
| -10% | -$13.1K | 0.03% | 467 |
|
|
2017
Q3 | $126K | Buy |
2,998
+36
| +1% | +$1.51K | 0.05% | 313 |
|
|
2017
Q2 | $12 | Buy |
2,962
+233
| +9% | +$1 | 0.01% | 922 |
|
|
2017
Q1 | $119K | Buy |
2,729
+28
| +1% | +$1.22K | 0.08% | 252 |
|
|
2016
Q4 | $120K | Buy |
+2,701
| New | +$120K | 0.09% | 247 |
|