Independent Advisor Alliance’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,180
| Closed | -$278K | – | 686 |
|
|
2019
Q4 | $278K | Hold |
5,180
| – | – | 0.01% | 702 |
|
|
2019
Q3 | $292K | Hold |
5,180
| – | – | 0.04% | 342 |
|
|
2019
Q2 | $275K | Hold |
5,180
| – | – | 0.04% | 315 |
|
|
2019
Q1 | $287K | Sell |
5,180
-700
| -12% | -$38.8K | 0.04% | 322 |
|
|
2018
Q4 | $285K | Sell |
5,880
-7,593
| -56% | -$368K | 0.05% | 300 |
|
|
2018
Q3 | $591K | Buy |
13,473
+8,468
| +169% | +$371K | 0.11% | 164 |
|
|
2018
Q2 | $220K | Buy |
+5,005
| New | +$220K | 0.05% | 295 |
|
|
2017
Q4 | – | Sell |
-4,868
| Closed | -$204K | – | 329 |
|
|
2017
Q3 | $204K | Buy |
+4,868
| New | +$204K | 0.06% | 250 |
|
|
2017
Q2 | – | Sell |
-5,842
| Closed | -$256K | – | 344 |
|
|
2017
Q1 | $256K | Buy |
5,842
+1,020
| +21% | +$44.7K | 0.04% | 338 |
|
|
2016
Q4 | $216K | Buy |
+4,822
| New | +$216K | 0.09% | 167 |
|