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Measured Wealth Private Client Group’s NNN REIT NNN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,320
Closed -$613K 179
2023
Q2
$613K Buy
14,320
+2,115
+17% +$90.5K 0.23% 66
2023
Q1
$539K Buy
12,205
+4,534
+59% +$200K 0.21% 75
2022
Q4
$351K Buy
+7,671
New +$351K 0.14% 99