Peak Financial Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $482K | Buy |
|
|||||
|
2025
Q2 | $485K | Buy |
|
|||||
|
2025
Q1 | $478K | Sell |
|
|||||
|
2024
Q4 | $461K | Buy |
|
|||||
|
2024
Q3 | $545K | Sell |
|
|||||
|
2024
Q2 | $479K | Buy |
|
|||||
|
2024
Q1 | $479K | Buy |
|
|||||
|
2023
Q4 | $482K | Buy |
|
|||||
|
2023
Q3 | $306K | Buy |
|
|||||
|
2023
Q2 | $252K | Buy |
|
|||||
|
2023
Q1 | $230K | Buy |
|
|||||
|
2022
Q4 | $201K | Buy |
|