Apollon 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
-12,727
Closed -$75.5K 926
2022
Q4
$75.5K Sell
12,727
-14,248
-53% -$90.7K 0.01% 822
2022
Q3
$159K Buy
26,975
+12,040
+81% +$89.1K 0.01% 737
2022
Q2
$109K Sell
14,935
-2,050
-12% -$15.4K 0.01% 710
2022
Q1
$134K Buy
+16,985
New +$138K 0.01% 715

Other funds holding RTL

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

Apollon Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 12,727 shares — an estimated $75.5K sold.

Apollon Wealth Management first reported a position in RTL in Q1 2022 and held it in 4 quarters. The position peaked at $159K in Q3 2022. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

  • Apollon 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.
  • Apollon Wealth Management sold 12,727 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $75.5K.
  • Apollon Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q1 2022 and held it in 4 quarters.
  • Apollon Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $159K in Q3 2022.
  • 252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on Apollon Wealth Management's 13F filing for Q1 2023, filed 16 May 2023.