Activest Wealth Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,000
Closed -$142K 592
2022
Q4
$142K Hold
24,000
0.04% 109
2022
Q3
$141K Buy
+24,000
New +$178K 0.05% 109

Other funds holding RTL

Activest Wealth Management's RTL Position: Q1 2023 in Review

Activest Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 24,000 shares — an estimated $142K sold.

Activest Wealth Management first reported a position in RTL in Q3 2022 and held it in 2 quarters. The position peaked at $142K in Q4 2022. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

  • Activest Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 24,000 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $142K.
  • Activest Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $142K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.