LWS
RTL
Lucia Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $29K | Sell |
4,630
-2,961
| -39% | -$18.5K | 0.01% | 171 |
|
|
2020
Q2 | $60K | Sell |
7,591
-4,539
| -37% | -$35.9K | 0.02% | 152 |
|
|
2020
Q1 | $76K | Buy |
12,130
+2,678
| +28% | +$16.8K | 0.03% | 155 |
|
|
2019
Q4 | $125K | Buy |
9,452
+3,936
| +71% | +$52.1K | 0.04% | 128 |
|
|
2019
Q3 | $77K | Sell |
5,516
-5,675
| -51% | -$79.2K | 0.03% | 125 |
|
|
2019
Q2 | $122K | Sell |
11,191
-3,792
| -25% | -$41.3K | 0.04% | 121 |
|
|
2019
Q1 | $162K | Buy |
14,983
+12,372
| +474% | +$134K | 0.06% | 128 |
|
|
2018
Q4 | $35K | Sell |
2,611
-6,667
| -72% | -$89.4K | 0.02% | 150 |
|
|
2018
Q3 | $142K | Buy |
+9,278
| New | +$142K | 0.04% | 157 |
|