Evermay Wealth Management’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
Q1
Sell
-2,887
Closed -$17.1K 588
2022
Q4
$17.1K Buy
+2,887
New +$18.4K ﹤0.01% 376

Other funds holding RTL

Evermay Wealth Management's RTL Position: Q1 2023 in Review

Evermay Wealth Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q1 2023, closing a stake of 2,887 shares — an estimated $17.1K sold.

Evermay Wealth Management first reported a position in RTL in Q4 2022 and held it in 1 quarter. The position peaked at $17.1K in Q4 2022. 252 funds tracked by Wall St. Rank hold RTL as of Q1 2023.

  • Evermay Wealth Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 2,887 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q1 2023, an estimated $17.1K.
  • Evermay Wealth Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $17.1K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.