BerganKDV 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
2022
Q4
Sell
-1,000
Closed -$6K 1125
2022
Q3
$6K Buy
+1,000
New +$7.4K ﹤0.01% 666

Other funds holding RTL

BerganKDV Wealth Management's RTL Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2022, closing a stake of 1,000 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in RTL in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 265 funds tracked by Wall St. Rank hold RTL as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,000 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2022, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $6K in Q3 2022.
  • 265 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.