Foundations Investment 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 |
-27,194
| Closed | -$184K | – | 687 |
|
|
2023
Q2 | $184K | Sell |
27,194
-9,016
| -25% | -$60.9K | 0.01% | 548 |
|
|
2023
Q1 | $227K | Hold |
36,210
| – | – | 0.01% | 453 |
|
|
2022
Q4 | $215K | Hold |
36,210
| – | – | 0.01% | 400 |
|
|
2022
Q3 | $213K | Sell |
36,210
-400
| -1% | -$2.35K | 0.01% | 368 |
|
|
2022
Q2 | $275K | Buy |
+36,610
| New | +$275K | 0.01% | 319 |
|