Stonebridge Financial Planning Group’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-700
| Closed | -$30K | – | 275 |
|
|
2021
Q4 | $30K | Hold |
700
| – | – | 0.02% | 260 |
|
|
2021
Q3 | $33K | Hold |
700
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $34K | Hold |
700
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $32K | Sell |
700
-2,500
| -78% | -$114K | 0.02% | 250 |
|
|
2020
Q4 | $131K | Hold |
3,200
| – | – | 0.08% | 130 |
|
|
2020
Q3 | $109K | Hold |
3,200
| – | – | 0.08% | 126 |
|
|
2020
Q2 | $118K | Hold |
3,200
| – | – | 0.1% | 119 |
|
|
2020
Q1 | $103K | Buy |
+3,200
| New | +$103K | 0.1% | 119 |
|