EverSource Wealth Advisors’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 |
-416
| Closed | -$2.81K | – | 2710 |
|
|
2023
Q2 | $2.81K | Hold |
416
| – | – | ﹤0.01% | 1940 |
|
|
2023
Q1 | $2.61K | Buy |
416
+159
| +62% | +$999 | ﹤0.01% | 1853 |
|
|
2022
Q4 | $1.52K | Sell |
257
-132
| -34% | -$783 | ﹤0.01% | 1987 |
|
|
2022
Q3 | $3K | Sell |
389
-773
| -67% | -$5.96K | ﹤0.01% | 1612 |
|
|
2022
Q2 | $8K | Hold |
1,162
| – | – | ﹤0.01% | 1136 |
|
|
2022
Q1 | $9K | Buy |
1,162
+905
| +352% | +$7.01K | ﹤0.01% | 1047 |
|
|
2021
Q4 | $2K | Buy |
+257
| New | +$2K | ﹤0.01% | 1658 |
|