SWM
RTL
Sanctuary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,449
| Closed | -$152K | – | 30 |
|
|
2019
Q4 | $152K | Buy |
+11,449
| New | +$152K | 0.17% | 25 |
|
|
2019
Q3 | – | Sell |
-255,321
| Closed | -$2.78M | – | 28 |
|
|
2019
Q2 | $2.78M | Buy |
255,321
+31,519
| +14% | +$344K | 2.57% | 9 |
|
|
2019
Q1 | $2.98M | Hold |
223,802
| – | – | 3.08% | 5 |
|
|
2018
Q4 | $2.98M | Buy |
223,802
+75,291
| +51% | +$1M | 3.08% | 5 |
|
|
2018
Q3 | $2.27M | Buy |
+148,511
| New | +$2.27M | 1.97% | 6 |
|