Carson Wealth (CWM LLC)’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 |
-26,931
| Closed | -$182K | – | 4637 |
|
|
2023
Q2 | $182K | Buy |
26,931
+793
| +3% | +$5.36K | ﹤0.01% | 1288 |
|
|
2023
Q1 | $164K | Sell |
26,138
-5,995
| -19% | -$37.6K | ﹤0.01% | 1278 |
|
|
2022
Q4 | $191K | Sell |
32,133
-1,287
| -4% | -$7.65K | ﹤0.01% | 1114 |
|
|
2022
Q3 | $197K | Sell |
33,420
-4,194
| -11% | -$24.7K | ﹤0.01% | 1063 |
|
|
2022
Q2 | $274K | Sell |
37,614
-580
| -2% | -$4.23K | ﹤0.01% | 922 |
|
|
2022
Q1 | $302K | Sell |
38,194
-3,761
| -9% | -$29.7K | ﹤0.01% | 880 |
|
|
2021
Q4 | $383K | Buy |
+41,955
| New | +$383K | ﹤0.01% | 800 |
|
|
2021
Q2 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q1 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q4 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q3 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q2 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q1 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q4 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q3 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q2 | $91K | Hold |
10,685
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q1 | $91K | Buy |
10,685
+8,455
| +379% | +$72K | ﹤0.01% | 1170 |
|
|
2018
Q4 | $30K | Buy |
+2,230
| New | +$30K | ﹤0.01% | 1020 |
|