Spire 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,376
| Closed | -$22.8K | – | 2495 |
|
2023
Q2 | $22.8K | Sell |
3,376
-1,000
| -23% | -$6.76K | ﹤0.01% | 1543 |
|
2023
Q1 | $27.5K | Buy |
4,376
+4,108
| +1,533% | +$25.8K | ﹤0.01% | 1482 |
|
2022
Q4 | $2K | Hold |
268
| – | – | ﹤0.01% | 2126 |
|
2022
Q3 | $2K | Sell |
268
-1,004
| -79% | -$7.49K | ﹤0.01% | 2020 |
|
2022
Q2 | $9K | Sell |
1,272
-8,820
| -87% | -$62.4K | ﹤0.01% | 1971 |
|
2022
Q1 | $80K | Sell |
10,092
-22,240
| -69% | -$176K | ﹤0.01% | 1258 |
|
2021
Q4 | $295K | Buy |
32,332
+15,653
| +94% | +$143K | 0.01% | 913 |
|
2021
Q3 | $134K | Sell |
16,679
-11,468
| -41% | -$92.1K | ﹤0.01% | 1082 |
|
2021
Q2 | $239K | Sell |
28,147
-22,476
| -44% | -$191K | 0.01% | 873 |
|
2021
Q1 | $500K | Buy |
+50,623
| New | +$500K | 0.01% | 669 |
|