Principle Wealth Partners’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,204
| Closed | -$376K | – | 345 |
|
|
2024
Q4 | $376K | Buy |
9,204
+420
| +5% | +$17.2K | 0.03% | 258 |
|
|
2024
Q3 | $426K | Hold |
8,784
| – | – | 0.03% | 247 |
|
|
2024
Q2 | $374K | Hold |
8,784
| – | – | 0.03% | 249 |
|
|
2024
Q1 | $375K | Buy |
8,784
+3,374
| +62% | +$144K | 0.03% | 253 |
|
|
2023
Q4 | $233K | Buy |
+5,410
| New | +$233K | 0.02% | 307 |
|
|
2023
Q3 | – | Sell |
-6,310
| Closed | -$270K | – | 328 |
|
|
2023
Q2 | $270K | Hold |
6,310
| – | – | 0.03% | 278 |
|
|
2023
Q1 | $279K | Hold |
6,310
| – | – | 0.03% | 268 |
|
|
2022
Q4 | $289K | Hold |
6,310
| – | – | 0.03% | 254 |
|
|
2022
Q3 | $252 | Hold |
6,310
| – | – | 0.02% | 254 |
|
|
2022
Q2 | $271K | Hold |
6,310
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $284K | Hold |
6,310
| – | – | 0.03% | 269 |
|
|
2021
Q4 | $303K | Buy |
6,310
+655
| +12% | +$31.5K | 0.03% | 260 |
|
|
2021
Q3 | $244K | Hold |
5,655
| – | – | 0.03% | 282 |
|
|
2021
Q2 | $265K | Buy |
+5,655
| New | +$265K | 0.03% | 274 |
|
|
2020
Q3 | – | Sell |
-2,990
| Closed | -$106K | – | 332 |
|
|
2020
Q2 | $106K | Buy |
+2,990
| New | +$106K | 0.03% | 206 |
|