United Capital Financial Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,175
| Closed | -$716K | – | 1341 |
|
|
2017
Q3 | $716K | Sell |
17,175
-6,027
| -26% | -$251K | 0.01% | 865 |
|
|
2017
Q2 | $907K | Sell |
23,202
-2,748
| -11% | -$107K | 0.01% | 791 |
|
|
2017
Q1 | $1.13M | Sell |
25,950
-4,662
| -15% | -$203K | 0.01% | 709 |
|
|
2016
Q4 | $1.35M | Sell |
30,612
-10,425
| -25% | -$461K | 0.01% | 655 |
|
|
2016
Q3 | $2.09M | Buy |
41,037
+10,095
| +33% | +$513K | 0.02% | 575 |
|
|
2016
Q2 | $1.61M | Buy |
30,942
+10,720
| +53% | +$557K | 0.02% | 607 |
|
|
2016
Q1 | $934K | Sell |
20,222
-1,221
| -6% | -$56.4K | 0.01% | 714 |
|
|
2015
Q4 | $859K | Buy |
21,443
+10,220
| +91% | +$409K | 0.01% | 732 |
|
|
2015
Q3 | $407K | Sell |
11,223
-35,527
| -76% | -$1.29M | ﹤0.01% | 959 |
|
|
2015
Q2 | $1.64M | Buy |
46,750
+4,298
| +10% | +$150K | 0.02% | 616 |
|
|
2015
Q1 | $1.63M | Buy |
42,452
+12,210
| +40% | +$469K | 0.02% | 613 |
|
|
2014
Q4 | $1.19M | Buy |
30,242
+24,086
| +391% | +$949K | 0.02% | 604 |
|
|
2014
Q3 | $213K | Buy |
+6,156
| New | +$213K | ﹤0.01% | 1033 |
|