WR Wealth Planners’s NNN REIT NNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.3K | Hold |
300
| – | – | ﹤0.01% | 565 |
|
|
2024
Q3 | $14.5K | Hold |
300
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $12.8K | Sell |
300
-100
| -25% | -$4.26K | ﹤0.01% | 541 |
|
|
2024
Q1 | $17.1K | Buy |
+400
| New | +$17.1K | 0.01% | 485 |
|
|
2023
Q4 | – | Sell |
-475
| Closed | -$16.8K | – | 620 |
|
|
2023
Q3 | $16.8K | Hold |
475
| – | – | 0.01% | 453 |
|
|
2023
Q2 | $20.3K | Sell |
475
-25
| -5% | -$1.07K | 0.01% | 429 |
|
|
2023
Q1 | $22.1K | Buy |
+500
| New | +$22.1K | 0.01% | 416 |
|