Veritable’s NNN REIT NNN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,307
Closed -$527K 538
2023
Q2
$527K Buy
12,307
+4,115
+50% +$176K 0.01% 523
2023
Q1
$362K Sell
8,192
-572
-7% -$25.3K 0.01% 629
2022
Q4
$401K Buy
8,764
+813
+10% +$37.2K 0.01% 584
2022
Q3
$317K Buy
7,951
+16
+0.2% +$638 0.01% 610
2022
Q2
$341K Buy
7,935
+409
+5% +$17.6K 0.01% 639
2022
Q1
$338K Sell
7,526
-103
-1% -$4.63K 0.01% 671
2021
Q4
$367K Buy
+7,629
New +$367K 0.01% 644