Axxcess 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
-10,251
Closed -$60.8K 698
2022
Q4
$60.8K Sell
10,251
-1,540
-13% -$9.8K 0.01% 601
2022
Q3
$69K Buy
11,791
+1,540
+15% +$11.4K 0.01% 532
2022
Q2
$75K Sell
10,251
-1,980
-16% -$14.9K 0.01% 524
2022
Q1
$97K Sell
12,231
-13,320
-52% -$108K 0.01% 618
2021
Q4
$233K Buy
+25,551
New +$217K 0.02% 544

Other funds holding RTL

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

Axxcess Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 10,251 shares — an estimated $60.8K sold.

Axxcess Wealth Management first reported a position in RTL in Q4 2021 and held it in 5 quarters. The position peaked at $233K in Q4 2021. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

  • Axxcess 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.
  • Axxcess Wealth Management sold 10,251 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $60.8K.
  • Axxcess Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
  • Axxcess Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $233K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.