Gradient Investments’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 |
-2,185
| Closed | -$14.8K | – | 1930 |
|
|
2023
Q2 | $14.8K | Hold |
2,185
| – | – | ﹤0.01% | 742 |
|
|
2023
Q1 | $13.7K | Hold |
2,185
| – | – | ﹤0.01% | 740 |
|
|
2022
Q4 | $13K | Buy |
2,185
+1,928
| +750% | +$11.4K | ﹤0.01% | 765 |
|
|
2022
Q3 | $2K | Hold |
257
| – | – | ﹤0.01% | 1183 |
|
|
2022
Q2 | $2K | Buy |
+257
| New | +$2K | ﹤0.01% | 1090 |
|
|
2021
Q3 | – | Sell |
-220
| Closed | -$2K | – | 1284 |
|
|
2021
Q2 | $2K | Buy |
+220
| New | +$2K | ﹤0.01% | 1031 |
|
|
2021
Q1 | – | Sell |
-1,529
| Closed | -$10K | – | 1328 |
|
|
2020
Q4 | $10K | Hold |
1,529
| – | – | ﹤0.01% | 706 |
|
|
2020
Q3 | $10K | Sell |
1,529
-597
| -28% | -$3.91K | ﹤0.01% | 710 |
|
|
2020
Q2 | $17K | Sell |
2,126
-6,883
| -76% | -$55K | ﹤0.01% | 559 |
|
|
2020
Q1 | $56K | Hold |
9,009
| – | – | ﹤0.01% | 337 |
|
|
2019
Q4 | $119K | Sell |
9,009
-19,792
| -69% | -$261K | 0.01% | 295 |
|
|
2019
Q3 | $402K | Sell |
28,801
-1,121
| -4% | -$15.6K | 0.02% | 228 |
|
|
2019
Q2 | $326K | Sell |
29,922
-470
| -2% | -$5.12K | 0.02% | 234 |
|
|
2019
Q1 | $328K | Buy |
30,392
+7,598
| +33% | +$82K | 0.02% | 212 |
|
|
2018
Q4 | $304K | Buy |
22,794
+7,029
| +45% | +$93.7K | 0.02% | 203 |
|
|
2018
Q3 | $241K | Buy |
+15,765
| New | +$241K | 0.01% | 231 |
|