LPWM
RTL
Lake Point Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Hold |
2,880
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $23K | Hold |
2,880
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $26K | Hold |
2,880
| – | – | 0.01% | 106 |
|
|
2021
Q3 | $23K | Hold |
2,880
| – | – | 0.01% | 101 |
|
|
2021
Q2 | $24K | Buy |
+2,880
| New | +$24K | 0.01% | 108 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$27K | – | 482 |
|
|
2019
Q4 | $27K | Buy |
+2,000
| New | +$27K | 0.01% | 175 |
|
|
2019
Q2 | $33K | Hold |
2,995
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $33K | Buy |
2,995
+1,245
| +71% | +$13.7K | 0.01% | 192 |
|
|
2018
Q4 | $23K | Buy |
+1,750
| New | +$23K | 0.01% | 335 |
|