Bridgewealth Advisory Group’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
Q2
Sell
-13,153
Closed -$82.6K 60
2023
Q1
$82.6K Sell
13,153
-3,594
-21% -$23.3K 0.15% 54
2022
Q4
$99.3K Buy
+16,747
New +$107K 0.19% 53

Other funds holding RTL

Bridgewealth Advisory Group's RTL Position: Q2 2023 in Review

Bridgewealth Advisory Group sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2023, closing a stake of 13,153 shares — an estimated $82.6K sold.

Bridgewealth Advisory Group first reported a position in RTL in Q4 2022 and held it in 2 quarters. The position peaked at $99.3K in Q4 2022. 243 funds tracked by Wall St. Rank hold RTL as of Q2 2023.

  • Bridgewealth Advisory Group reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 13,153 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2023, an estimated $82.6K.
  • Bridgewealth Advisory Group first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • Bridgewealth Advisory Group's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $99.3K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2023.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2023, filed 14 Aug 2023.