SHFA
SC&H Financial Advisors’s NNN REIT NNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
7,814
| – | – | 0.06% | 109 |
|
|
2025
Q1 | $333K | Hold |
7,814
| – | – | 0.07% | 111 |
|
|
2024
Q4 | $319K | Sell |
7,814
-2,090
| -21% | -$85.4K | 0.07% | 111 |
|
|
2024
Q3 | $480K | Hold |
9,904
| – | – | 0.1% | 93 |
|
|
2024
Q2 | $422K | Sell |
9,904
-1,247
| -11% | -$53.1K | 0.1% | 94 |
|
|
2024
Q1 | $477K | Hold |
11,151
| – | – | 0.12% | 90 |
|
|
2023
Q4 | $481K | Hold |
11,151
| – | – | 0.14% | 92 |
|
|
2023
Q3 | $394K | Hold |
11,151
| – | – | 0.13% | 98 |
|
|
2023
Q2 | $477K | Hold |
11,151
| – | – | 0.16% | 92 |
|
|
2023
Q1 | $492K | Sell |
11,151
-753
| -6% | -$33.2K | 0.18% | 83 |
|
|
2022
Q4 | $545K | Hold |
11,904
| – | – | 0.23% | 79 |
|
|
2022
Q3 | $475K | Sell |
11,904
-1,000
| -8% | -$39.9K | 0.24% | 76 |
|
|
2022
Q2 | $555K | Buy |
12,904
+3,739
| +41% | +$161K | 0.26% | 78 |
|
|
2022
Q1 | $412K | Sell |
9,165
-1,780
| -16% | -$80K | 0.2% | 99 |
|
|
2021
Q4 | $526K | Buy |
+10,945
| New | +$526K | 0.29% | 81 |
|