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

Beaird Harris Wealth Management’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,000	Closed	-$27K	–	492
2023 Q2	$27K	Hold	4,000	–	–	﹤0.01%	209
2023 Q1	$25.1K	Hold	4,000	–	–	﹤0.01%	212
2022 Q4	$23.7K	Hold	4,000	–	–	﹤0.01%	236
2022 Q3	$24K	Buy	+4,000	New	+$29.6K	0.01%	221
2022 Q2	–	Sell	-4,000	Closed	-$32K	–	657
2022 Q1	$32K	Hold	4,000	–	–	0.01%	218
2021 Q4	$37K	Buy	+4,000	New	+$33.9K	0.01%	271

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Beaird Harris Wealth Management's RTL Position: Q3 2023 in Review

Beaird Harris Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 4,000 shares — an estimated $27K sold.

Beaird Harris Wealth Management first reported a position in RTL in Q4 2021 and held it in 6 quarters. The position peaked at $37K in Q4 2021. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Beaird Harris Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 4,000 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $27K.
Beaird Harris Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2021 and held it in 6 quarters.
Beaird Harris Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $37K in Q4 2021.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2023, filed 15 Nov 2023.