Geneos 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
Q3 | – | Sell |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $410K | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.7M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $2.53M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $1.73M | Sell |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $4.82M | Sell |
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|
2019
Q3 | $5.96M | Buy |
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|
2019
Q2 | $4.31M | Sell |
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|
2019
Q1 | $4.33M | Buy |
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|
2018
Q4 | $5.36M | Buy |
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|
2018
Q3 | $4.3M | Buy |
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