IWN
RTL

Independent Wealth Network’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
-10,943
Closed -$74K 213
2023
Q2
$74K Sell
10,943
-468
-4% -$3.16K 0.04% 201
2023
Q1
$71.7K Sell
11,411
-879
-7% -$5.52K 0.05% 194
2022
Q4
$72.9K Sell
12,290
-812
-6% -$4.82K 0.05% 192
2022
Q3
$77K Buy
13,102
+188
+1% +$1.11K 0.06% 170
2022
Q2
$94K Buy
12,914
+174
+1% +$1.27K 0.07% 180
2022
Q1
$101K Buy
12,740
+151
+1% +$1.2K 0.06% 197
2021
Q4
$115K Sell
12,589
-1,038
-8% -$9.48K 0.07% 206
2021
Q3
$117K Buy
+13,627
New +$117K 0.08% 192