Integrated Wealth Concepts’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 | $207K | Buy |
+4,798
| New | +$207K | ﹤0.01% | 1754 |
|
|
2022
Q2 | – | Sell |
-12,661
| Closed | -$569K | – | 1045 |
|
|
2022
Q1 | $569K | Buy |
12,661
+1,155
| +10% | +$51.9K | 0.02% | 549 |
|
|
2021
Q4 | $553K | Buy |
11,506
+2,701
| +31% | +$130K | 0.02% | 591 |
|
|
2021
Q3 | $380K | Sell |
8,805
-177
| -2% | -$7.64K | 0.01% | 650 |
|
|
2021
Q2 | $421K | Buy |
8,982
+261
| +3% | +$12.2K | 0.01% | 568 |
|
|
2021
Q1 | $384K | Sell |
8,721
-136
| -2% | -$5.99K | 0.02% | 536 |
|
|
2020
Q4 | $362K | Sell |
8,857
-597
| -6% | -$24.4K | 0.02% | 476 |
|
|
2020
Q3 | $326K | Sell |
9,454
-144
| -2% | -$4.97K | 0.02% | 438 |
|
|
2020
Q2 | $341K | Buy |
9,598
+1,716
| +22% | +$61K | 0.02% | 367 |
|
|
2020
Q1 | $254K | Buy |
7,882
+1,424
| +22% | +$45.9K | 0.02% | 343 |
|
|
2019
Q4 | $346K | Buy |
+6,458
| New | +$346K | 0.03% | 337 |
|