Powell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,838
| Closed | -$207K | – | 145 |
|
|
2023
Q2 | $207K | Buy |
4,838
+3
| +0.1% | +$128 | 0.12% | 98 |
|
|
2023
Q1 | $213K | Buy |
4,835
+3
| +0.1% | +$132 | 0.12% | 95 |
|
|
2022
Q4 | $221K | Buy |
+4,832
| New | +$221K | 0.13% | 98 |
|
|
2022
Q3 | – | Sell |
-4,826
| Closed | -$208K | – | 137 |
|
|
2022
Q2 | $208K | Buy |
4,826
+3
| +0.1% | +$129 | 0.13% | 102 |
|
|
2022
Q1 | $217K | Buy |
4,823
+3
| +0.1% | +$135 | 0.13% | 96 |
|
|
2021
Q4 | $232K | Sell |
4,820
-240
| -5% | -$11.6K | 0.13% | 95 |
|
|
2021
Q3 | $219K | Buy |
5,060
+5
| +0.1% | +$216 | 0.14% | 94 |
|
|
2021
Q2 | $237K | Buy |
5,055
+6
| +0.1% | +$281 | 0.15% | 91 |
|
|
2021
Q1 | $223K | Buy |
5,049
+5
| +0.1% | +$221 | 0.15% | 90 |
|
|
2020
Q4 | $206K | Buy |
+5,044
| New | +$206K | 0.16% | 84 |
|
|
2020
Q1 | – | Sell |
-5,019
| Closed | -$269K | – | 125 |
|
|
2019
Q4 | $269K | Buy |
+5,019
| New | +$269K | 0.28% | 78 |
|