MLA
My Legacy Advisors’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,473
| Closed | -$411K | – | 201 |
|
|
2024
Q3 | $411K | Sell |
8,473
-1,665
| -16% | -$80.7K | 0.16% | 145 |
|
|
2024
Q2 | $432K | Buy |
10,138
+190
| +2% | +$8.09K | 0.14% | 160 |
|
|
2024
Q1 | $425K | Sell |
9,948
-55
| -0.5% | -$2.35K | 0.14% | 165 |
|
|
2023
Q4 | $432K | Sell |
10,003
-200
| -2% | -$8.63K | 0.16% | 159 |
|
|
2023
Q3 | $361K | Sell |
10,203
-8,533
| -46% | -$302K | 0.15% | 162 |
|
|
2023
Q2 | $810K | Buy |
18,736
+1,605
| +9% | +$69.4K | 0.32% | 94 |
|
|
2023
Q1 | $743K | Buy |
17,131
+1,119
| +7% | +$48.6K | 0.32% | 110 |
|
|
2022
Q4 | $756K | Buy |
16,012
+217
| +1% | +$10.2K | 0.32% | 112 |
|
|
2022
Q3 | $609K | Buy |
15,795
+1,287
| +9% | +$49.6K | 0.31% | 120 |
|
|
2022
Q2 | $650K | Sell |
14,508
-41
| -0.3% | -$1.84K | 0.33% | 119 |
|
|
2022
Q1 | $654K | Buy |
+14,549
| New | +$654K | 0.3% | 114 |
|