1834 Investment Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-553
| Closed | -$38K | – | 366 |
|
|
2022
Q2 | $38K | Hold |
553
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $38K | Sell |
553
-40
| -7% | -$2.75K | ﹤0.01% | 264 |
|
|
2021
Q4 | $42K | Sell |
593
-483
| -45% | -$34.2K | ﹤0.01% | 270 |
|
|
2021
Q3 | $68K | Hold |
1,076
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $70K | Buy |
1,076
+154
| +17% | +$10K | 0.01% | 249 |
|
|
2021
Q1 | $57K | Hold |
922
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $56K | Hold |
922
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $54K | Hold |
922
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $53K | Hold |
922
| – | – | 0.01% | 240 |
|
|
2020
Q1 | $45K | Hold |
922
| – | – | 0.01% | 256 |
|
|
2019
Q4 | $66K | Hold |
922
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $68K | Hold |
922
| – | – | 0.01% | 256 |
|
|
2019
Q2 | $62K | Hold |
922
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $66K | Hold |
922
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $56K | Buy |
922
+220
| +31% | +$13.4K | 0.01% | 261 |
|
|
2018
Q3 | $39K | Hold |
702
| – | – | 0.01% | 294 |
|
|
2018
Q2 | $37K | Sell |
702
-696
| -50% | -$36.7K | 0.01% | 296 |
|
|
2018
Q1 | $70K | Sell |
1,398
-310
| -18% | -$15.5K | 0.01% | 247 |
|
|
2017
Q4 | $94K | Buy |
+1,708
| New | +$94K | 0.01% | 247 |
|