Vaughan & Co Securities’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,861
| Closed | -$360K | – | 56 |
|
|
2022
Q4 | $360K | Sell |
7,861
-432
| -5% | -$19.8K | 0.29% | 49 |
|
|
2022
Q3 | $331K | Sell |
8,293
-7,982
| -49% | -$319K | 0.29% | 46 |
|
|
2022
Q2 | $700K | Hold |
16,275
| – | – | 0.56% | 31 |
|
|
2022
Q1 | $731K | Hold |
16,275
| – | – | 0.51% | 31 |
|
|
2021
Q4 | $782K | Sell |
16,275
-194
| -1% | -$9.32K | 0.53% | 21 |
|
|
2021
Q3 | $711K | Hold |
16,469
| – | – | 0.53% | 24 |
|
|
2021
Q2 | $772K | Hold |
16,469
| – | – | 0.57% | 19 |
|
|
2021
Q1 | $726K | Buy |
+16,469
| New | +$726K | 0.59% | 19 |
|