Lido Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,790
| Closed | -$630K | – | 1308 |
|
|
2024
Q2 | $630K | Sell |
14,790
-1,686
| -10% | -$71.8K | ﹤0.01% | 768 |
|
|
2024
Q1 | $704K | Sell |
16,476
-8,352
| -34% | -$357K | ﹤0.01% | 704 |
|
|
2023
Q4 | $1.07M | Sell |
24,828
-15,958
| -39% | -$688K | 0.01% | 538 |
|
|
2023
Q3 | $1.44M | Buy |
40,786
+4,808
| +13% | +$170K | 0.01% | 409 |
|
|
2023
Q2 | $1.54M | Sell |
35,978
-13,656
| -28% | -$584K | 0.01% | 390 |
|
|
2023
Q1 | $2.19M | Buy |
49,634
+13,391
| +37% | +$591K | 0.02% | 311 |
|
|
2022
Q4 | $1.66M | Buy |
36,243
+9,714
| +37% | +$445K | 0.02% | 295 |
|
|
2022
Q3 | $1.06M | Buy |
26,529
+9,597
| +57% | +$382K | 0.01% | 321 |
|
|
2022
Q2 | $728K | Buy |
16,932
+9,284
| +121% | +$399K | 0.01% | 378 |
|
|
2022
Q1 | $343K | Buy |
+7,648
| New | +$343K | ﹤0.01% | 673 |
|