Waverly Advisors’s NNN REIT NNN Stock Holding History

Waverly Advisors’s Portfolio NNN Stock Details NNN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$220K	Buy
2018 Q1	–	Sell
2017 Q4	$56K	Buy
2014 Q1	–	Sell
2013 Q4	$24K	Hold
2013 Q3	$25K	Buy