IFP Advisors’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
Q4 | – | Sell |
-6,501
| Closed | -$48.8K | – | 3407 |
|
|
2023
Q3 | $48.8K | Sell |
6,501
-3,060
| -32% | -$22K | ﹤0.01% | 1568 |
|
|
2023
Q2 | $64.6K | Buy |
9,561
+3,060
| +47% | +$18.1K | ﹤0.01% | 1503 |
|
|
2023
Q1 | $153K | Sell |
6,501
-54,710
| -89% | -$355K | 0.01% | 1056 |
|
|
2022
Q4 | $1.44M | Hold |
61,211
| – | – | 0.04% | 472 |
|
|
2022
Q3 | $1.44M | Hold |
61,211
| – | – | 0.04% | 511 |
|
|
2022
Q2 | $1.44M | Hold |
61,211
| – | – | 0.05% | 462 |
|
|
2022
Q1 | $1.44M | Buy |
61,211
+57,038
| +1,367% | +$462K | 0.05% | 462 |
|
|
2021
Q4 | $38K | Hold |
4,173
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q3 | $34K | Hold |
4,173
| – | – | ﹤0.01% | 1752 |
|
|
2021
Q2 | $35K | Hold |
4,173
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q1 | $41K | Hold |
4,173
| – | – | ﹤0.01% | 1549 |
|
|
2020
Q4 | $31K | Hold |
4,173
| – | – | ﹤0.01% | 1633 |
|
|
2020
Q3 | $26K | Buy |
+4,173
| New | +$29.5K | ﹤0.01% | 1550 |
|
|
2019
Q4 | – | Sell |
-4,173
| Closed | -$58K | – | 3183 |
|
|
2019
Q3 | $58K | Buy |
+4,173
| New | +$50.8K | ﹤0.01% | 1305 |
|
|
2019
Q1 | – | Sell |
-3,915
| Closed | -$53K | – | 3601 |
|
|
2018
Q4 | $53K | Buy |
3,915
+2,119
| +118% | +$29.1K | ﹤0.01% | 1585 |
|
|
2018
Q3 | $28K | Buy |
+1,796
| New | +$28.4K | ﹤0.01% | 2268 |
|
IFP Advisors's RTL Position: Q4 2023 in Review
IFP Advisors sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q4 2023, closing a stake of 6,501 shares — an estimated $48.8K sold.
IFP Advisors first reported a position in RTL in Q3 2018 and held it in 16 quarters. The position peaked at $1.44M in Q4 2022. 0 funds tracked by Wall St. Rank hold RTL as of Q4 2023.
- IFP Advisors reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
- IFP Advisors sold 6,501 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q4 2023, an estimated $48.8K.
- IFP Advisors first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2018 and held it in 16 quarters.
- IFP Advisors's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $1.44M in Q4 2022.
- 0 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q4 2023.
Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.