AWM
RTL
Accel 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 |
-149,810
| Closed | -$1.01M | – | 183 |
|
|
2023
Q2 | $1.01M | Buy |
149,810
+1,162
| +0.8% | +$7.86K | 0.56% | 53 |
|
|
2023
Q1 | $934K | Sell |
148,648
-2,481
| -2% | -$15.6K | 0.38% | 67 |
|
|
2022
Q4 | $896K | Sell |
151,129
-3,047
| -2% | -$18.1K | 0.43% | 58 |
|
|
2022
Q3 | $964K | Sell |
154,176
-150
| -0.1% | -$938 | 0.51% | 56 |
|
|
2022
Q2 | $1.18M | Buy |
154,326
+606
| +0.4% | +$4.64K | 0.68% | 44 |
|
|
2022
Q1 | $1.24M | Buy |
153,720
+2,910
| +2% | +$23.5K | 0.64% | 43 |
|
|
2021
Q4 | $1.38M | Buy |
150,810
+574
| +0.4% | +$5.24K | 0.68% | 43 |
|
|
2021
Q3 | $1.21M | Sell |
150,236
-499
| -0.3% | -$4.01K | 0.78% | 36 |
|
|
2021
Q2 | $1.28M | Hold |
150,735
| – | – | 0.85% | 30 |
|
|
2021
Q1 | $1.48M | Sell |
150,735
-723
| -0.5% | -$7.1K | 1.2% | 18 |
|
|
2020
Q4 | $1.13M | Buy |
+151,458
| New | +$1.13M | 1.05% | 20 |
|