Venturi Wealth Management’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,914
| Closed | -$119K | – | 1393 |
|
|
2024
Q4 | $119K | Buy |
2,914
+854
| +41% | +$34.9K | 0.01% | 698 |
|
|
2024
Q3 | $99.9K | Buy |
2,060
+211
| +11% | +$10.2K | 0.01% | 568 |
|
|
2024
Q2 | $78.8K | Buy |
1,849
+941
| +104% | +$40.1K | ﹤0.01% | 551 |
|
|
2024
Q1 | $38.8K | Buy |
908
+688
| +313% | +$29.4K | ﹤0.01% | 556 |
|
|
2023
Q4 | $9.48K | Buy |
220
+157
| +249% | +$6.77K | ﹤0.01% | 886 |
|
|
2023
Q3 | $2.23K | Buy |
63
+48
| +320% | +$1.7K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $642 | Buy |
+15
| New | +$642 | ﹤0.01% | 1057 |
|