Insight Wealth Strategies’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,637
| Closed | -$293K | – | 218 |
|
|
2021
Q1 | $293K | Buy |
6,637
+95
| +1% | +$4.19K | 0.04% | 180 |
|
|
2020
Q4 | $268K | Sell |
6,542
-859
| -12% | -$35.2K | 0.05% | 180 |
|
|
2020
Q3 | $255K | Sell |
7,401
-2,134
| -22% | -$73.5K | 0.05% | 165 |
|
|
2020
Q2 | $338K | Buy |
9,535
+179
| +2% | +$6.35K | 0.08% | 118 |
|
|
2020
Q1 | $301K | Buy |
9,356
+335
| +4% | +$10.8K | 0.08% | 112 |
|
|
2019
Q4 | $484K | Buy |
9,021
+3,170
| +54% | +$170K | 0.1% | 127 |
|
|
2019
Q3 | $330K | Buy |
+5,851
| New | +$330K | 0.08% | 147 |
|