WealthPLAN Partners’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,500
Closed -$72.2K 1418
2023
Q1
$72.2K Sell
11,500
-961
-8% -$6.23K 0.01% 489
2022
Q4
$82.5K Buy
+12,461
New +$79.3K 0.01% 385

Other funds holding RTL

WealthPLAN Partners's RTL Position: Q2 2023 in Review

WealthPLAN Partners sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q2 2023, closing a stake of 11,500 shares — an estimated $72.2K sold.

WealthPLAN Partners first reported a position in RTL in Q4 2022 and held it in 2 quarters. The position peaked at $82.5K in Q4 2022. 243 funds tracked by Wall St. Rank hold RTL as of Q2 2023.

  • WealthPLAN Partners reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 11,500 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q2 2023, an estimated $72.2K.
  • WealthPLAN Partners first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • WealthPLAN Partners's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $82.5K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.