Creative Financial Designs’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 |
-4,187
| Closed | -$28.3K | – | 1557 |
|
|
2023
Q2 | $28.3K | Sell |
4,187
-1,406
| -25% | -$8.34K | ﹤0.01% | 776 |
|
|
2023
Q1 | $35.1K | Buy |
5,593
+125
| +2% | +$811 | ﹤0.01% | 672 |
|
|
2022
Q4 | $32.4K | Buy |
5,468
+133
| +2% | +$846 | ﹤0.01% | 648 |
|
|
2022
Q3 | $31K | Buy |
5,335
+103
| +2% | +$762 | 0.01% | 638 |
|
|
2022
Q2 | $38K | Buy |
5,232
+95
| +2% | +$716 | 0.01% | 602 |
|
|
2022
Q1 | $41K | Buy |
5,137
+81
| +2% | +$656 | 0.01% | 603 |
|
|
2021
Q4 | $46K | Sell |
5,056
-1,008
| -17% | -$8.55K | 0.01% | 589 |
|
|
2021
Q3 | $49K | Sell |
6,064
-419
| -6% | -$3.54K | 0.01% | 620 |
|
|
2021
Q2 | $55K | Sell |
6,483
-1,364
| -17% | -$12.7K | 0.01% | 582 |
|
|
2021
Q1 | $77K | Buy |
7,847
+157
| +2% | +$1.37K | 0.02% | 469 |
|
|
2020
Q4 | $57K | Sell |
7,690
-1,385
| -15% | -$9.75K | 0.01% | 482 |
|
|
2020
Q3 | $57K | Sell |
9,075
-395
| -4% | -$2.8K | 0.01% | 439 |
|
|
2020
Q2 | $75K | Buy |
9,470
+8,210
| +652% | +$60.3K | 0.02% | 343 |
|
|
2020
Q1 | $8K | Sell |
1,260
-300
| -19% | -$3.34K | ﹤0.01% | 368 |
|
|
2019
Q4 | $20K | Sell |
1,560
-2,241
| -59% | -$32K | 0.01% | 330 |
|
|
2019
Q3 | $53K | Sell |
3,801
-4,741
| -56% | -$57.7K | 0.03% | 231 |
|
|
2019
Q2 | $97K | Buy |
8,542
+2,472
| +41% | +$25.8K | 0.05% | 179 |
|
|
2019
Q1 | $66K | Buy |
6,070
+3,489
| +135% | +$41.4K | 0.04% | 201 |
|
|
2018
Q4 | $34K | Buy |
2,581
+876
| +51% | +$12K | 0.02% | 229 |
|
|
2018
Q3 | $26K | Buy |
+1,705
| New | +$26.9K | 0.01% | 303 |
|
Other funds holding RTL
Creative Financial Designs's RTL Position: Q3 2023 in Review
Creative Financial Designs sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 4,187 shares — an estimated $28.3K sold.
Creative Financial Designs first reported a position in RTL in Q3 2018 and held it in 20 quarters. The position peaked at $97K in Q2 2019. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.
- Creative Financial Designs reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
- Creative Financial Designs sold 4,187 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $28.3K.
- Creative Financial Designs first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 20 quarters.
- Creative Financial Designs's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $97K in Q2 2019.
- 3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.
Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.