Adams Chetwood Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $529K | Buy |
7,631
+22
| +0.3% | +$1.53K | 0.3% | 53 |
|
|
2021
Q4 | $545K | Sell |
7,609
-236
| -3% | -$16.9K | 0.37% | 52 |
|
|
2021
Q3 | $493K | Buy |
7,845
+9
| +0.1% | +$566 | 0.36% | 53 |
|
|
2021
Q2 | $507K | Buy |
7,836
+781
| +11% | +$50.5K | 0.36% | 54 |
|
|
2021
Q1 | $434K | Sell |
7,055
-839
| -11% | -$51.6K | 0.33% | 58 |
|
|
2020
Q4 | $476K | Buy |
7,894
+4
| +0.1% | +$241 | 0.39% | 47 |
|
|
2020
Q3 | $464K | Sell |
7,890
-408
| -5% | -$24K | 0.45% | 46 |
|
|
2020
Q2 | $478K | Sell |
8,298
-3,989
| -32% | -$230K | 0.49% | 44 |
|
|
2020
Q1 | $653K | Sell |
12,287
-1,732
| -12% | -$92K | 0.76% | 28 |
|
|
2019
Q4 | $1M | Buy |
+14,019
| New | +$1M | 1.02% | 17 |
|