Waverly Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,298
| Closed | -$56K | – | 302 |
|
|
2017
Q4 | $56K | Buy |
+1,298
| New | +$56K | 0.01% | 246 |
|
|
2014
Q1 | – | Sell |
-790
| Closed | -$24K | – | 794 |
|
|
2013
Q4 | $24K | Hold |
790
| – | – | 0.01% | 432 |
|
|
2013
Q3 | $25K | Buy |
+790
| New | +$25K | 0.01% | 335 |
|