J.P. Morgan Private Wealth Advisors’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $373K | Buy |
+10,568
| New | +$373K | ﹤0.01% | 1365 |
|
|
2023
Q2 | – | Sell |
-5,521
| Closed | -$244K | – | 1761 |
|
|
2023
Q1 | $244K | Sell |
5,521
-1,909
| -26% | -$84.3K | ﹤0.01% | 1756 |
|
|
2022
Q4 | $340K | Buy |
7,430
+300
| +4% | +$13.7K | ﹤0.01% | 1611 |
|
|
2022
Q3 | $284K | Buy |
7,130
+1,034
| +17% | +$41.2K | ﹤0.01% | 1671 |
|
|
2022
Q2 | $262K | Sell |
6,096
-280
| -4% | -$12K | ﹤0.01% | 1714 |
|
|
2022
Q1 | $287K | Buy |
6,376
+330
| +5% | +$14.9K | ﹤0.01% | 1766 |
|
|
2021
Q4 | $291K | Buy |
6,046
+1,119
| +23% | +$53.9K | ﹤0.01% | 1757 |
|
|
2021
Q3 | $213K | Sell |
4,927
-125
| -2% | -$5.4K | ﹤0.01% | 1834 |
|
|
2021
Q2 | $237K | Buy |
+5,052
| New | +$237K | ﹤0.01% | 1772 |
|
|
2021
Q1 | – | Sell |
-5,803
| Closed | -$237K | – | 1785 |
|
|
2020
Q4 | $237K | Sell |
5,803
-6,157
| -51% | -$251K | ﹤0.01% | 1585 |
|
|
2020
Q3 | $413K | Buy |
11,960
+366
| +3% | +$12.6K | ﹤0.01% | 1232 |
|
|
2020
Q2 | $411K | Buy |
+11,594
| New | +$411K | ﹤0.01% | 1187 |
|
|
2020
Q1 | – | Sell |
-3,736
| Closed | -$200K | – | 1502 |
|
|
2019
Q4 | $200K | Buy |
+3,736
| New | +$200K | ﹤0.01% | 1403 |
|