Westside Investment Management’s The Necessity Retail REIT, Inc. Class A Common Stock RTL Stock Holding History

Westside Investment Management’s Portfolio RTL Stock Details RTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,200	Closed	-$8.11K	–	861
2023 Q2	$8.11K	Hold	1,200	–	–	﹤0.01%	629
2023 Q1	$7.54K	Hold	1,200	–	–	﹤0.01%	638
2022 Q4	$7	Hold	1,200	–	–	﹤0.01%	663
2022 Q3	$7	Hold	1,200	–	–	﹤0.01%	657
2022 Q2	$8	Hold	1,200	–	–	﹤0.01%	638
2022 Q1	$9	Hold	1,200	–	–	﹤0.01%	631
2021 Q4	$10	Hold	1,200	–	–	﹤0.01%	599
2021 Q3	$9	Buy	+1,200	New	+$10.1K	﹤0.01%	596

Other funds holding RTL

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Westside Investment Management's RTL Position: Q3 2023 in Review

Westside Investment Management sold out of The Necessity Retail REIT, Inc. Class A Common Stock (RTL) in Q3 2023, closing a stake of 1,200 shares — an estimated $8.11K sold.

Westside Investment Management first reported a position in RTL in Q3 2021 and held it in 8 quarters. The position peaked at $8.11K in Q2 2023. 3 funds tracked by Wall St. Rank hold RTL as of Q3 2023.

Westside Investment Management reported no remaining The Necessity Retail REIT, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 1,200 The Necessity Retail REIT, Inc. Class A Common Stock shares in Q3 2023, an estimated $8.11K.
Westside Investment Management first reported a position in The Necessity Retail REIT, Inc. Class A Common Stock in Q3 2021 and held it in 8 quarters.
Westside Investment Management's The Necessity Retail REIT, Inc. Class A Common Stock position peaked at $8.11K in Q2 2023.
3 funds tracked by Wall St. Rank held The Necessity Retail REIT, Inc. Class A Common Stock as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.