Avantax Advisory Services’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,056
| Closed | -$115K | – | 1641 |
|
|
2023
Q2 | $115K | Hold |
17,056
| – | – | ﹤0.01% | 1441 |
|
|
2023
Q1 | $107K | Buy |
17,056
+1,924
| +13% | +$12.1K | ﹤0.01% | 1420 |
|
|
2022
Q4 | $89.7K | Sell |
15,132
-2,000
| -12% | -$11.9K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $101K | Sell |
17,132
-6,631
| -28% | -$39.1K | ﹤0.01% | 1270 |
|
|
2022
Q2 | $173K | Buy |
23,763
+176
| +0.7% | +$1.28K | ﹤0.01% | 1220 |
|
|
2022
Q1 | $187K | Sell |
23,587
-439
| -2% | -$3.48K | ﹤0.01% | 1203 |
|
|
2021
Q4 | $219K | Sell |
24,026
-8,688
| -27% | -$79.2K | ﹤0.01% | 1135 |
|
|
2021
Q3 | $263K | Buy |
32,714
+5,530
| +20% | +$44.5K | ﹤0.01% | 982 |
|
|
2021
Q2 | $231K | Buy |
+27,184
| New | +$231K | ﹤0.01% | 1013 |
|