MWPCG
RTL
Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,434
| Closed | -$146K | – | 142 |
|
|
2019
Q3 | $146K | Sell |
10,434
-15,277
| -59% | -$214K | 0.09% | 125 |
|
|
2019
Q2 | $280K | Sell |
25,711
-2,699
| -10% | -$29.4K | 0.16% | 142 |
|
|
2019
Q1 | $307K | Buy |
28,410
+8,979
| +46% | +$97K | 0.19% | 123 |
|
|
2018
Q4 | $258K | Buy |
19,431
+6,837
| +54% | +$90.8K | 0.23% | 72 |
|
|
2018
Q3 | $192K | Buy |
+12,594
| New | +$192K | 0.12% | 152 |
|