Wealthspire Advisors (New York)’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,205
| Closed | -$230K | – | 571 |
|
|
2023
Q1 | $230K | Sell |
5,205
-809
| -13% | -$35.7K | ﹤0.01% | 485 |
|
|
2022
Q4 | $275K | Buy |
+6,014
| New | +$275K | 0.01% | 473 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$215K | – | 538 |
|
|
2022
Q2 | $215K | Hold |
5,000
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $225K | Buy |
+5,000
| New | +$225K | 0.01% | 398 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$19K | – | 545 |
|
|
2018
Q4 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 353 |
|