Carson Wealth (CWM LLC)’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
Q3 | – | Sell |
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|
2023
Q2 | $182K | Buy |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $191K | Sell |
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|
2022
Q3 | $197K | Sell |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $91K | Hold |
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|
2020
Q4 | $91K | Hold |
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|
2020
Q3 | $91K | Hold |
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|
2020
Q2 | $91K | Hold |
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|
2020
Q1 | $91K | Hold |
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|
2019
Q4 | $91K | Hold |
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|
2019
Q3 | $91K | Hold |
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|
2019
Q2 | $91K | Hold |
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|
2019
Q1 | $91K | Buy |
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|
2018
Q4 | $30K | Buy |
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