4WM
RTL
4J Wealth Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,496
| Closed | -$118K | – | 88 |
|
|
2023
Q2 | $118K | Hold |
17,496
| – | – | 0.11% | 86 |
|
|
2023
Q1 | $110K | Hold |
17,496
| – | – | 0.12% | 76 |
|
|
2022
Q4 | $104K | Hold |
17,496
| – | – | 0.12% | 76 |
|
|
2022
Q3 | $103K | Hold |
17,496
| – | – | 0.13% | 69 |
|
|
2022
Q2 | $127K | Hold |
17,496
| – | – | 0.16% | 66 |
|
|
2022
Q1 | $138K | Hold |
17,496
| – | – | 0.12% | 76 |
|
|
2021
Q4 | $160K | Hold |
17,496
| – | – | 0.13% | 77 |
|
|
2021
Q3 | $141K | Hold |
17,496
| – | – | 0.12% | 76 |
|
|
2021
Q2 | $148K | Hold |
17,496
| – | – | 0.13% | 73 |
|
|
2021
Q1 | $172K | Hold |
17,496
| – | – | 0.16% | 72 |
|
|
2020
Q4 | $129K | Buy |
+17,496
| New | +$129K | 0.12% | 73 |
|