Kestra Private Wealth Services’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 | $214K | Sell |
4,945
-5,965
| -55% | -$258K | ﹤0.01% | 1468 |
|
|
2025
Q1 | $465K | Sell |
10,910
-10,793
| -50% | -$460K | 0.01% | 990 |
|
|
2024
Q4 | $887K | Buy |
21,703
+5,399
| +33% | +$221K | 0.02% | 689 |
|
|
2024
Q3 | $791K | Buy |
16,304
+3,310
| +25% | +$161K | 0.01% | 687 |
|
|
2024
Q2 | $554K | Sell |
12,994
-147
| -1% | -$6.26K | 0.01% | 787 |
|
|
2024
Q1 | $562K | Buy |
+13,141
| New | +$562K | 0.01% | 755 |
|