Accurate Investment Solutions’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-34,929
| Closed | -$1.69M | – | 264 |
|
|
2020
Q1 | $1.69M | Buy |
+34,929
| New | +$1.69M | 1.37% | 26 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$1K | – | 469 |
|
|
2018
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 474 |
|
|
2018
Q1 | $1K | Buy |
22
+1
| +5% | +$45 | ﹤0.01% | 455 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 453 |
|
|
2017
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 462 |
|
|
2016
Q3 | – | Sell |
-448
| Closed | -$30K | – | 320 |
|
|
2016
Q2 | $30K | Sell |
448
-4,491
| -91% | -$301K | 0.03% | 136 |
|
|
2016
Q1 | $299K | Sell |
4,939
-39,128
| -89% | -$2.37M | 0.29% | 39 |
|
|
2015
Q4 | $2.21M | Buy |
+44,067
| New | +$2.21M | 2.01% | 19 |
|