TCI Wealth Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17
| Closed | -$751 | – | 1507 |
|
|
2023
Q1 | $751 | Hold |
17
| – | – | ﹤0.01% | 2151 |
|
|
2022
Q4 | $778 | Hold |
17
| – | – | ﹤0.01% | 2155 |
|
|
2022
Q3 | $1K | Sell |
17
-158
| -90% | -$7.13K | ﹤0.01% | 2125 |
|
|
2022
Q2 | $8K | Hold |
175
| – | – | ﹤0.01% | 1169 |
|
|
2022
Q1 | $8K | Hold |
175
| – | – | ﹤0.01% | 1264 |
|
|
2021
Q4 | $8K | Sell |
175
-57
| -25% | -$2.61K | ﹤0.01% | 1344 |
|
|
2021
Q3 | $10K | Buy |
232
+215
| +1,265% | +$10.1K | ﹤0.01% | 1111 |
|
|
2021
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 2230 |
|
|
2021
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1374 |
|
|
2020
Q2 | $1K | Sell |
17
-41
| -71% | -$1.34K | ﹤0.01% | 1293 |
|
|
2020
Q1 | $2K | Sell |
58
-104
| -64% | -$5.22K | ﹤0.01% | 1050 |
|
|
2019
Q4 | $9K | Buy |
162
+51
| +46% | +$2.83K | ﹤0.01% | 725 |
|
|
2019
Q3 | $6K | Buy |
111
+53
| +91% | +$2.88K | ﹤0.01% | 765 |
|
|
2019
Q2 | $3K | Sell |
58
-7
| -11% | -$374 | ﹤0.01% | 914 |
|
|
2019
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 857 |
|
|
2018
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 906 |
|
|
2018
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 939 |
|
|
2018
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 960 |
|
|
2018
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 869 |
|
|
2017
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 922 |
|
|
2017
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 861 |
|
|
2017
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 896 |
|
|
2017
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 851 |
|
|
2016
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 921 |
|
|
2016
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 879 |
|
|
2016
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 849 |
|
|
2016
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 854 |
|
|
2015
Q4 | $3K | Hold |
65
| – | – | ﹤0.01% | 805 |
|
|
2015
Q3 | $2K | Buy |
65
+16
| +33% | +$580 | ﹤0.01% | 804 |
|
|
2015
Q2 | $2K | Sell |
49
-5
| -9% | -$192 | ﹤0.01% | 811 |
|
|
2015
Q1 | $2K | Buy |
54
+5
| +10% | +$207 | ﹤0.01% | 742 |
|
|
2014
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 744 |
|
|
2014
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 743 |
|
|
2014
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 764 |
|
|
2014
Q1 | $2K | Sell |
49
-1,350
| -96% | -$45K | ﹤0.01% | 726 |
|
|
2013
Q4 | $42K | Buy |
1,399
+1,350
| +2,755% | +$43.7K | 0.03% | 261 |
|
|
2013
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 641 |
|
|
2013
Q2 | $2K | Buy |
+49
| New | +$1.84K | ﹤0.01% | 599 |
|
Other funds holding NNN
