Peak Financial 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 | $485K | Buy |
11,241
+38
| +0.3% | +$1.64K | 0.25% | 67 |
|
|
2025
Q1 | $478K | Sell |
11,203
-73
| -0.6% | -$3.11K | 0.24% | 59 |
|
|
2024
Q4 | $461K | Buy |
11,276
+42
| +0.4% | +$1.72K | 0.24% | 59 |
|
|
2024
Q3 | $545K | Sell |
11,234
-4
| -0% | -$194 | 0.28% | 50 |
|
|
2024
Q2 | $479K | Buy |
11,238
+32
| +0.3% | +$1.36K | 0.27% | 49 |
|
|
2024
Q1 | $479K | Buy |
11,206
+28
| +0.3% | +$1.2K | 0.29% | 48 |
|
|
2023
Q4 | $482K | Buy |
11,178
+2,533
| +29% | +$109K | 0.32% | 47 |
|
|
2023
Q3 | $306K | Buy |
8,645
+2,757
| +47% | +$97.4K | 0.33% | 38 |
|
|
2023
Q2 | $252K | Buy |
5,888
+670
| +13% | +$28.7K | 0.2% | 62 |
|
|
2023
Q1 | $230K | Buy |
5,218
+828
| +19% | +$36.6K | 0.19% | 57 |
|
|
2022
Q4 | $201K | Buy |
+4,390
| New | +$201K | 0.18% | 65 |
|