Axxcess 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
Q1 | – | Sell |
-10,251
| Closed | -$60.8K | – | 695 |
|
|
2022
Q4 | $60.8K | Sell |
10,251
-1,540
| -13% | -$9.13K | 0.01% | 601 |
|
|
2022
Q3 | $69K | Buy |
11,791
+1,540
| +15% | +$9.01K | 0.01% | 529 |
|
|
2022
Q2 | $75K | Sell |
10,251
-1,980
| -16% | -$14.5K | 0.01% | 520 |
|
|
2022
Q1 | $97K | Sell |
12,231
-13,320
| -52% | -$106K | 0.01% | 613 |
|
|
2021
Q4 | $233K | Buy |
+25,551
| New | +$233K | 0.02% | 540 |
|