PFA
RTL
Plotkin Financial Advisors’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 | – | Sell |
-57,207
| Closed | -$453K | – | 85 |
|
|
2022
Q1 | $453K | Sell |
57,207
-30,775
| -35% | -$243K | 0.32% | 46 |
|
|
2021
Q4 | $803K | Sell |
87,982
-50,976
| -37% | -$465K | 0.51% | 35 |
|
|
2021
Q3 | $1.12M | Hold |
138,958
| – | – | 0.66% | 32 |
|
|
2021
Q2 | $1.18M | Hold |
138,958
| – | – | 0.65% | 40 |
|
|
2021
Q1 | $1.36M | Sell |
138,958
-1,720
| -1% | -$16.9K | 0.83% | 31 |
|
|
2020
Q4 | $1.05M | Hold |
140,678
| – | – | 0.69% | 29 |
|
|
2020
Q3 | $882K | Sell |
140,678
-756
| -0.5% | -$4.74K | 0.97% | 27 |
|
|
2020
Q2 | $1.12M | Sell |
141,434
-35,210
| -20% | -$279K | 0.95% | 23 |
|
|
2020
Q1 | $1.1M | Buy |
176,644
+11,612
| +7% | +$72.6K | 1.34% | 20 |
|
|
2019
Q4 | $2.19M | Buy |
+165,032
| New | +$2.19M | 2.04% | 16 |
|