Sequoia 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 | $217K | Buy |
5,026
+184
| +4% | +$7.95K | ﹤0.01% | 1429 |
|
|
2025
Q1 | $207K | Buy |
+4,842
| New | +$207K | ﹤0.01% | 1245 |
|
|
2024
Q4 | – | Sell |
-5,887
| Closed | -$285K | – | 1381 |
|
|
2024
Q3 | $285K | Buy |
5,887
+146
| +3% | +$7.08K | ﹤0.01% | 984 |
|
|
2024
Q2 | $245K | Buy |
5,741
+750
| +15% | +$32K | ﹤0.01% | 980 |
|
|
2024
Q1 | $213K | Buy |
+4,991
| New | +$213K | ﹤0.01% | 1026 |
|