Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-290
| Closed | -$12.4K | – | 857 |
|
|
2024
Q1 | $12.4K | Buy |
+290
| New | +$12.4K | ﹤0.01% | 572 |
|
|
2021
Q1 | – | Sell |
-95
| Closed | -$4K | – | 1096 |
|
|
2020
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 722 |
|
|
2016
Q1 | – | Sell |
-175
| Closed | -$7K | – | 972 |
|
|
2015
Q4 | $7K | Buy |
+175
| New | +$7K | 0.01% | 649 |
|