OneDigital Investment Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,828
| Closed | -$206K | – | 1496 |
|
|
2025
Q1 | $206K | Buy |
+4,828
| New | +$206K | ﹤0.01% | 1313 |
|
|
2024
Q4 | – | Sell |
-5,158
| Closed | -$250K | – | 1480 |
|
|
2024
Q3 | $250K | Buy |
5,158
+204
| +4% | +$9.89K | ﹤0.01% | 1254 |
|
|
2024
Q2 | $211K | Buy |
+4,954
| New | +$211K | ﹤0.01% | 1270 |
|
|
2024
Q1 | – | Sell |
-8,467
| Closed | -$365K | – | 1139 |
|
|
2023
Q4 | $365K | Buy |
8,467
+2,638
| +45% | +$114K | 0.01% | 844 |
|
|
2023
Q3 | $206K | Sell |
5,829
-1,047
| -15% | -$37K | ﹤0.01% | 929 |
|
|
2023
Q2 | $294K | Buy |
6,876
+154
| +2% | +$6.59K | 0.01% | 835 |
|
|
2023
Q1 | $297K | Buy |
6,722
+145
| +2% | +$6.4K | 0.01% | 785 |
|
|
2022
Q4 | $301K | Sell |
6,577
-14
| -0.2% | -$641 | 0.01% | 670 |
|
|
2022
Q3 | $263K | Sell |
6,591
-92
| -1% | -$3.67K | 0.01% | 631 |
|
|
2022
Q2 | $287K | Buy |
6,683
+52
| +0.8% | +$2.23K | 0.01% | 571 |
|
|
2022
Q1 | $298K | Buy |
+6,631
| New | +$298K | 0.01% | 592 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$22K | – | 1239 |
|
|
2018
Q3 | $22K | Hold |
500
| – | – | 0.01% | 637 |
|
|
2018
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 780 |
|
|
2018
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 821 |
|
|
2017
Q4 | $22K | Buy |
+500
| New | +$22K | ﹤0.01% | 774 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$20K | – | 1130 |
|
|
2017
Q2 | $20K | Buy |
+500
| New | +$20K | 0.01% | 747 |
|