Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
24,982
-620
| -2% | -$26.8K | 0.37% | 68 |
|
|
2025
Q1 | $1.09M | Buy |
25,602
+2,129
| +9% | +$90.8K | 0.4% | 67 |
|
|
2024
Q4 | $959K | Sell |
23,473
-90
| -0.4% | -$3.68K | 0.35% | 75 |
|
|
2024
Q3 | $1.14M | Sell |
23,563
-255
| -1% | -$12.4K | 0.41% | 67 |
|
|
2024
Q2 | $1.01M | Sell |
23,818
-225
| -0.9% | -$9.59K | 0.39% | 68 |
|
|
2024
Q1 | $1.03M | Buy |
24,043
+999
| +4% | +$42.7K | 0.4% | 69 |
|
|
2023
Q4 | $993K | Buy |
+23,044
| New | +$993K | 0.41% | 71 |
|
|
2020
Q4 | – | Sell |
-100
| Closed | -$3K | – | 338 |
|
|
2020
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 469 |
|