Wealthcare Advisory Partners’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Sell |
5,046
-1,202
| -19% | -$51.9K | 0.01% | 908 |
|
2025
Q1 | $266K | Hold |
6,248
| – | – | 0.01% | 779 |
|
2024
Q4 | $255K | Hold |
6,248
| – | – | 0.01% | 764 |
|
2024
Q3 | $303K | Hold |
6,248
| – | – | 0.01% | 718 |
|
2024
Q2 | $266K | Buy |
+6,248
| New | +$266K | 0.01% | 711 |
|
2020
Q2 | – | Sell |
-26
| Closed | -$1K | – | 1010 |
|
2020
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1418 |
|
2019
Q4 | $1K | Sell |
26
-4,000
| -99% | -$154K | ﹤0.01% | 1336 |
|
2019
Q3 | $227K | Hold |
4,026
| – | – | 0.03% | 254 |
|
2019
Q2 | $213K | Hold |
4,026
| – | – | 0.03% | 263 |
|
2019
Q1 | $223K | Hold |
4,026
| – | – | 0.04% | 226 |
|
2018
Q4 | $195K | Hold |
4,026
| – | – | 0.04% | 211 |
|
2018
Q3 | $180K | Hold |
4,026
| – | – | 0.03% | 237 |
|
2018
Q2 | $177K | Hold |
4,026
| – | – | 0.03% | 233 |
|
2018
Q1 | $158K | Hold |
4,026
| – | – | 0.04% | 222 |
|
2017
Q4 | $174K | Buy |
4,026
+4,000
| +15,385% | +$173K | 0.04% | 193 |
|
2017
Q3 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 833 |
|