Advance Capital I’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-30,134
| Closed | -$1.19M | – | 194 |
|
|
2014
Q1 | $1.19M | Buy |
30,134
+13,209
| +78% | +$523K | 0.62% | 80 |
|
|
2013
Q4 | $612K | Sell |
16,925
-1,754
| -9% | -$63.4K | 0.29% | 221 |
|
|
2013
Q3 | $719K | Buy |
18,679
+4,953
| +36% | +$191K | 0.37% | 86 |
|
|
2013
Q2 | $558K | Buy |
+13,726
| New | +$558K | 0.27% | 140 |
|