Summit Securities Group’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-49
| Closed | -$2K | – | 646 |
|
2024
Q2 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 407 |
|
2023
Q1 | – | Sell |
-6,571
| Closed | -$301K | – | 927 |
|
2022
Q4 | $301K | Buy |
6,571
+6,570
| +657,000% | +$301K | 0.01% | 233 |
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 855 |
|
2021
Q3 | – | Sell |
-5,600
| Closed | -$263K | – | 437 |
|
2021
Q2 | $263K | Buy |
+5,600
| New | +$263K | 0.02% | 268 |
|
2016
Q1 | – | Sell |
-15,000
| Closed | -$601K | – | 284 |
|
2015
Q4 | $601K | Buy |
+15,000
| New | +$601K | 0.19% | 79 |
|