WealthPLAN Partners’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,550
| Closed | -$564K | – | 259 |
|
|
2019
Q1 | $564K | Sell |
10,550
-35
| -0.3% | -$1.87K | 0.09% | 153 |
|
|
2018
Q4 | $557K | Sell |
10,585
-385
| -4% | -$20.3K | 0.09% | 140 |
|
|
2018
Q3 | $538K | Buy |
10,970
+1,130
| +11% | +$55.4K | 0.1% | 136 |
|
|
2018
Q2 | $433K | Buy |
9,840
+275
| +3% | +$12.1K | 0.09% | 151 |
|
|
2018
Q1 | $376K | Buy |
9,565
+4,585
| +92% | +$180K | 0.08% | 166 |
|
|
2017
Q4 | $215K | Hold |
4,980
| – | – | 0.06% | 195 |
|
|
2017
Q3 | $207K | Buy |
+4,980
| New | +$207K | 0.06% | 180 |
|