Level Four Advisory Services’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,918
| Closed | -$255K | – | 839 |
|
2024
Q1 | $255K | Hold |
5,918
| – | – | 0.01% | 657 |
|
2023
Q4 | $255K | Buy |
+5,918
| New | +$255K | 0.01% | 655 |
|
2023
Q3 | – | Sell |
-7,709
| Closed | -$330K | – | 820 |
|
2023
Q2 | $330K | Buy |
7,709
+453
| +6% | +$19.4K | 0.02% | 592 |
|
2023
Q1 | $320K | Buy |
+7,256
| New | +$320K | 0.02% | 571 |
|
2017
Q3 | – | Sell |
-4,913
| Closed | -$215K | – | 522 |
|
2017
Q2 | $215K | Hold |
4,913
| – | – | 0.03% | 446 |
|
2017
Q1 | $215K | Sell |
4,913
-1,630
| -25% | -$71.3K | 0.02% | 477 |
|
2016
Q4 | $289K | Buy |
+6,543
| New | +$289K | 0.04% | 369 |
|