FWM
RTL
Foresight Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-95,270
| Closed | -$1.33M | – | 120 |
|
2019
Q3 | $1.33M | Buy |
95,270
+620
| +0.7% | +$8.66K | 0.96% | 23 |
|
2019
Q2 | $1.03M | Buy |
94,650
+5,049
| +6% | +$55.1K | 0.78% | 29 |
|
2019
Q1 | $968K | Buy |
89,601
+31,893
| +55% | +$345K | 0.84% | 29 |
|
2018
Q4 | $769K | Buy |
+57,708
| New | +$769K | 0.82% | 33 |
|