IFP 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
Q4 | – | Sell |
-6,501
| Closed | -$48.8K | – | 3412 |
|
|
2023
Q3 | $48.8K | Sell |
6,501
-3,060
| -32% | -$23K | ﹤0.01% | 1568 |
|
|
2023
Q2 | $64.6K | Buy |
9,561
+3,060
| +47% | +$20.7K | ﹤0.01% | 1503 |
|
|
2023
Q1 | $153K | Sell |
6,501
-54,710
| -89% | -$1.29M | 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% | +$1.34M | 0.05% | 462 |
|
|
2021
Q4 | $38K | Hold |
4,173
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q3 | $34K | Hold |
4,173
| – | – | ﹤0.01% | 1701 |
|
|
2021
Q2 | $35K | Hold |
4,173
| – | – | ﹤0.01% | 1685 |
|
|
2021
Q1 | $41K | Hold |
4,173
| – | – | ﹤0.01% | 1545 |
|
|
2020
Q4 | $31K | Hold |
4,173
| – | – | ﹤0.01% | 1632 |
|
|
2020
Q3 | $26K | Buy |
+4,173
| New | +$26K | ﹤0.01% | 1549 |
|
|
2019
Q4 | – | Sell |
-4,173
| Closed | -$58K | – | 3764 |
|
|
2019
Q3 | $58K | Buy |
+4,173
| New | +$58K | ﹤0.01% | 1305 |
|
|
2019
Q1 | – | Sell |
-3,915
| Closed | -$53K | – | 3567 |
|
|
2018
Q4 | $53K | Buy |
3,915
+2,119
| +118% | +$28.7K | ﹤0.01% | 1574 |
|
|
2018
Q3 | $28K | Buy |
+1,796
| New | +$28K | ﹤0.01% | 2245 |
|