Mission Wealth Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,377
| Closed | -$220K | – | 649 |
|
|
2024
Q4 | $220K | Hold |
5,377
| – | – | 0.01% | 582 |
|
|
2024
Q3 | $261K | Sell |
5,377
-200
| -4% | -$9.7K | 0.01% | 548 |
|
|
2024
Q2 | $238K | Hold |
5,577
| – | – | 0.01% | 548 |
|
|
2024
Q1 | $238K | Hold |
5,577
| – | – | 0.01% | 563 |
|
|
2023
Q4 | $240K | Buy |
+5,577
| New | +$240K | 0.01% | 500 |
|
|
2023
Q3 | – | Sell |
-5,577
| Closed | -$239K | – | 539 |
|
|
2023
Q2 | $239K | Sell |
5,577
-1,623
| -23% | -$69.4K | 0.01% | 466 |
|
|
2023
Q1 | $318K | Sell |
7,200
-9
| -0.1% | -$397 | 0.01% | 415 |
|
|
2022
Q4 | $330K | Buy |
7,209
+9
| +0.1% | +$412 | 0.02% | 390 |
|
|
2022
Q3 | $287K | Hold |
7,200
| – | – | 0.02% | 392 |
|
|
2022
Q2 | $310K | Hold |
7,200
| – | – | 0.02% | 375 |
|
|
2022
Q1 | $324K | Hold |
7,200
| – | – | 0.02% | 382 |
|
|
2021
Q4 | $346K | Hold |
7,200
| – | – | 0.02% | 380 |
|
|
2021
Q3 | $311K | Hold |
7,200
| – | – | 0.02% | 381 |
|
|
2021
Q2 | $338K | Buy |
7,200
+200
| +3% | +$9.39K | 0.02% | 361 |
|
|
2021
Q1 | $308K | Buy |
+7,000
| New | +$308K | 0.02% | 356 |
|