BHWM
RTL
Beaird Harris 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
Q3 | – | Sell |
-4,000
| Closed | -$27K | – | 500 |
|
|
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% | 235 |
|
|
2022
Q3 | $24K | Buy |
+4,000
| New | +$24K | 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 | +$37K | 0.01% | 271 |
|