Wealthspire Advisors (Maryland)’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,593
| Closed | -$300K | – | 480 |
|
|
2019
Q4 | $300K | Buy |
+5,593
| New | +$300K | 0.02% | 374 |
|
|
2019
Q2 | – | Sell |
-643
| Closed | -$36K | – | 1490 |
|
|
2019
Q1 | $36K | Buy |
643
+2
| +0.3% | +$112 | ﹤0.01% | 1040 |
|
|
2018
Q4 | $31K | Hold |
641
| – | – | ﹤0.01% | 1040 |
|
|
2018
Q3 | $29K | Hold |
641
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q2 | $28K | Sell |
641
-32
| -5% | -$1.4K | ﹤0.01% | 1184 |
|
|
2018
Q1 | $26K | Buy |
673
+589
| +701% | +$22.8K | ﹤0.01% | 1209 |
|
|
2017
Q4 | $4K | Buy |
84
+34
| +68% | +$1.62K | ﹤0.01% | 1912 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1998 |
|
|
2017
Q2 | $2K | Sell |
50
-5
| -9% | -$200 | ﹤0.01% | 1995 |
|
|
2017
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1702 |
|