Summit Trail 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 | $1.56M | Buy |
+36,114
| New | +$1.56M | 0.03% | 329 |
|
|
2020
Q2 | – | Sell |
-8,400
| Closed | -$270K | – | 181 |
|
|
2020
Q1 | $270K | Buy |
+8,400
| New | +$270K | 0.07% | 95 |
|
|
2018
Q1 | – | Sell |
-82
| Closed | -$3K | – | 1244 |
|
|
2017
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 1559 |
|