Strategic 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
Q2 | $3.2K | Buy |
+74
| New | +$3.2K | ﹤0.01% | 960 |
|
|
2022
Q3 | – | Sell |
-27,988
| Closed | -$1.2M | – | 279 |
|
|
2022
Q2 | $1.2M | Buy |
27,988
+2,530
| +10% | +$109K | 0.26% | 109 |
|
|
2022
Q1 | $1.14M | Buy |
25,458
+4,642
| +22% | +$209K | 0.22% | 122 |
|
|
2021
Q4 | $1M | Buy |
20,816
+464
| +2% | +$22.3K | 0.19% | 141 |
|
|
2021
Q3 | $879K | Buy |
20,352
+4,872
| +31% | +$210K | 0.26% | 106 |
|
|
2021
Q2 | $726K | Sell |
15,480
-15
| -0.1% | -$703 | 0.24% | 110 |
|
|
2021
Q1 | $683K | Buy |
+15,495
| New | +$683K | 0.27% | 94 |
|