Valley Wealth Managers’s NNN REIT NNN Stock Holding History

Valley Wealth Managers’s Portfolio NNN Stock Details NNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-46,130	Closed	-$1.59M	–	165
2020 Q3	$1.59M	Sell	46,130 -3,535	-7%	-$122K	0.18%	92
2020 Q2	$1.76M	Buy	49,665 +695	+1%	+$24.7K	0.2%	91
2020 Q1	$1.58M	Sell	48,970 -1,575	-3%	-$50.7K	0.2%	85
2019 Q4	$2.71M	Buy	50,545 +8,900	+21%	+$477K	0.27%	69
2019 Q3	$2.35M	Sell	41,645 -890	-2%	-$50.2K	0.25%	72
2019 Q2	$2.26M	Buy	42,535 +8,770	+26%	+$465K	0.24%	72
2019 Q1	$1.87M	Sell	33,765 -460	-1%	-$25.5K	0.2%	80
2018 Q4	$1.66M	Sell	34,225 -85	-0.2%	-$4.12K	0.22%	71
2018 Q3	$1.54M	Sell	34,310 -1,185	-3%	-$53.1K	0.18%	78
2018 Q2	$1.56M	Sell	35,495 -995	-3%	-$43.7K	0.19%	76
2018 Q1	$1.43M	Buy	36,490 +1,880	+5%	+$73.8K	0.17%	83
2017 Q4	$1.49M	Sell	34,610 -2,740	-7%	-$118K	0.18%	80
2017 Q3	$1.56M	Buy	37,350 +890	+2%	+$37.1K	0.2%	76
2017 Q2	$1.43M	Buy	36,460 +1,495	+4%	+$58.5K	0.19%	81
2017 Q1	$1.53M	Buy	34,965 +2,250	+7%	+$98.1K	0.2%	78
2016 Q4	$1.45M	Buy	32,715 +2,465	+8%	+$109K	0.21%	76
2016 Q3	$1.54M	Buy	30,250 +1,805	+6%	+$91.8K	0.23%	63
2016 Q2	$1.47M	Buy	28,445 +2,850	+11%	+$147K	0.22%	64
2016 Q1	$1.18M	Sell	25,595 -2,825	-10%	-$130K	0.2%	62
2015 Q4	$1.14M	Sell	28,420 -900	-3%	-$36K	0.2%	63
2015 Q3	$1.06M	Sell	29,320 -2,100	-7%	-$76.1K	0.19%	65
2015 Q2	$1.1M	Sell	31,420 -950	-3%	-$33.3K	0.19%	69
2015 Q1	$1.33M	Buy	32,370 +2,250	+7%	+$92.2K	0.23%	57
2014 Q4	$1.19M	Buy	30,120 +1,375	+5%	+$54.1K	0.21%	65
2014 Q3	$994K	Buy	28,745 +1,520	+6%	+$52.6K	0.19%	70
2014 Q2	$1.01M	Buy	27,225 +115	+0.4%	+$4.28K	0.19%	65
2014 Q1	$930K	Buy	27,110 +825	+3%	+$28.3K	0.19%	58
2013 Q4	$797K	Buy	26,285 +4,100	+18%	+$124K	0.16%	62
2013 Q3	$706K	Buy	22,185 +2,775	+14%	+$88.3K	0.15%	61
2013 Q2	$668K	Buy	+19,410	New	+$668K	0.15%	65