TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $40K | Hold |
4,993
| – | – | 0.02% | 295 |
|
|
2020
Q1 | $31K | Hold |
4,993
| – | – | 0.02% | 306 |
|
|
2019
Q4 | $66K | Hold |
4,993
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $70K | Hold |
4,993
| – | – | 0.03% | 231 |
|
|
2019
Q2 | $54K | Hold |
4,993
| – | – | 0.02% | 261 |
|
|
2019
Q1 | $54K | Buy |
4,993
+1,248
| +33% | +$13.5K | 0.03% | 257 |
|
|
2018
Q4 | $50K | Buy |
3,745
+1,248
| +50% | +$16.7K | 0.03% | 253 |
|
|
2018
Q3 | $38K | Buy |
+2,497
| New | +$38K | 0.02% | 307 |
|