WFG Advisors’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $462K | Buy |
11,820
+3,362
| +40% | +$131K | 0.1% | 209 |
|
|
2017
Q1 | $369K | Buy |
8,458
+7,784
| +1,155% | +$340K | 0.1% | 222 |
|
|
2016
Q4 | $30K | Buy |
674
+2
| +0.3% | +$89 | 0.01% | 841 |
|
|
2016
Q3 | $34K | Buy |
672
+1
| +0.1% | +$51 | 0.01% | 798 |
|
|
2016
Q2 | $35K | Buy |
+671
| New | +$35K | 0.01% | 789 |
|
|
2015
Q2 | – | Sell |
-54
| Closed | -$2K | – | 1747 |
|
|
2015
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 1543 |
|
|
2014
Q4 | $2K | Buy |
54
+1
| +2% | +$37 | ﹤0.01% | 1841 |
|
|
2014
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1862 |
|
|
2014
Q1 | – | Sell |
-770
| Closed | -$23K | – | 2136 |
|
|
2013
Q4 | $23K | Buy |
770
+300
| +64% | +$8.96K | ﹤0.01% | 1300 |
|
|
2013
Q3 | $15K | Buy |
+470
| New | +$15K | ﹤0.01% | 1378 |
|