Creative Planning’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 | $230K | Buy |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $310K | Buy |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $266K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $288K | Sell |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $444K | Buy |
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|
2018
Q3 | $383K | Buy |
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