Patriot Financial Group Insurance Agency’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,294
| Closed | -$151K | – | 495 |
|
|
2023
Q2 | $151K | Buy |
22,294
+135
| +0.6% | +$913 | 0.03% | 440 |
|
|
2023
Q1 | $139K | Buy |
22,159
+970
| +5% | +$6.09K | 0.03% | 431 |
|
|
2022
Q4 | $126K | Buy |
21,189
+739
| +4% | +$4.38K | 0.02% | 402 |
|
|
2022
Q3 | $120K | Buy |
20,450
+1,082
| +6% | +$6.35K | 0.03% | 379 |
|
|
2022
Q2 | $141K | Buy |
19,368
+37
| +0.2% | +$269 | 0.03% | 462 |
|
|
2022
Q1 | $153K | Buy |
19,331
+637
| +3% | +$5.04K | 0.03% | 469 |
|
|
2021
Q4 | $171K | Buy |
18,694
+27
| +0.1% | +$247 | 0.03% | 493 |
|
|
2021
Q3 | $150K | Sell |
18,667
-222
| -1% | -$1.78K | 0.03% | 522 |
|
|
2021
Q2 | $160K | Buy |
+18,889
| New | +$160K | 0.03% | 481 |
|