GWMIA
RTL
Global Wealth Management Investment Advisory’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 |
-14,658
| Closed | -$99.1K | – | 508 |
|
|
2023
Q2 | $99.1K | Hold |
14,658
| – | – | 0.03% | 157 |
|
|
2023
Q1 | $92.1K | Sell |
14,658
-516
| -3% | -$3.24K | 0.03% | 133 |
|
|
2022
Q4 | $90K | Sell |
15,174
-39,553
| -72% | -$235K | 0.03% | 131 |
|
|
2022
Q3 | $322K | Buy |
54,727
+1,884
| +4% | +$11.1K | 0.11% | 113 |
|
|
2022
Q2 | $385K | Buy |
52,843
+9,040
| +21% | +$65.9K | 0.13% | 108 |
|
|
2022
Q1 | $346K | Sell |
43,803
-2,642
| -6% | -$20.9K | 0.1% | 119 |
|
|
2021
Q4 | $424K | Buy |
46,445
+13,021
| +39% | +$119K | 0.13% | 105 |
|
|
2021
Q3 | $269K | Buy |
33,424
+5,382
| +19% | +$43.3K | 0.09% | 119 |
|
|
2021
Q2 | $238K | Buy |
28,042
+15,305
| +120% | +$130K | 0.08% | 122 |
|
|
2021
Q1 | $125K | Buy |
12,737
+1,234
| +11% | +$12.1K | 0.05% | 145 |
|
|
2020
Q4 | $85K | Buy |
11,503
+1,196
| +12% | +$8.84K | 0.03% | 155 |
|
|
2020
Q3 | $65K | Sell |
10,307
-333,674
| -97% | -$2.1M | 0.03% | 161 |
|
|
2020
Q2 | $2.73M | Sell |
343,981
-2,291
| -0.7% | -$18.2K | 1.17% | 28 |
|
|
2020
Q1 | $2.16M | Buy |
346,272
+3,105
| +0.9% | +$19.4K | 1.09% | 28 |
|
|
2019
Q4 | $4.55M | Buy |
343,167
+1,068
| +0.3% | +$14.2K | 1.92% | 13 |
|
|
2019
Q3 | $4.78M | Sell |
342,099
-6,641
| -2% | -$92.7K | 2.18% | 9 |
|
|
2019
Q2 | $3.8M | Sell |
348,740
-11,224
| -3% | -$122K | 1.84% | 14 |
|
|
2019
Q1 | $3.89M | Buy |
359,964
+109,257
| +44% | +$1.18M | 2.02% | 7 |
|
|
2018
Q4 | $3.34M | Buy |
+250,707
| New | +$3.34M | 1.94% | 7 |
|