Lockerman Financial Group’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 |
-5,150
| Closed | -$219K | – | 107 |
|
|
2024
Q2 | $219K | Sell |
5,150
-39
| -0.8% | -$1.66K | 0.4% | 97 |
|
|
2024
Q1 | $222K | Buy |
5,189
+39
| +0.8% | +$1.67K | 0.42% | 92 |
|
|
2023
Q4 | $222K | Buy |
+5,150
| New | +$222K | 0.51% | 76 |
|
|
2023
Q3 | – | Sell |
-5,150
| Closed | -$220K | – | 84 |
|
|
2023
Q2 | $220K | Hold |
5,150
| – | – | 0.61% | 61 |
|
|
2023
Q1 | $227K | Hold |
5,150
| – | – | 0.63% | 65 |
|
|
2022
Q4 | $236K | Hold |
5,150
| – | – | 0.69% | 56 |
|
|
2022
Q3 | $205K | Hold |
5,150
| – | – | 0.59% | 61 |
|
|
2022
Q2 | $221K | Hold |
5,150
| – | – | 0.71% | 52 |
|
|
2022
Q1 | $231K | Hold |
5,150
| – | – | 0.62% | 59 |
|
|
2021
Q4 | $248K | Buy |
+5,150
| New | +$248K | 0.65% | 50 |
|