Morningstar Investment Management’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 |
-6,676
| Closed | -$284K | – | 236 |
|
|
2024
Q2 | $284K | Hold |
6,676
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $285K | Hold |
6,676
| – | – | 0.03% | 161 |
|
|
2023
Q4 | $288K | Sell |
6,676
-129
| -2% | -$5.57K | 0.03% | 158 |
|
|
2023
Q3 | $240K | Hold |
6,805
| – | – | 0.03% | 142 |
|
|
2023
Q2 | $291K | Buy |
+6,805
| New | +$291K | 0.04% | 132 |
|