Affiance Financial’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,234
| Closed | -$78.3K | – | 316 |
|
|
2022
Q4 | $78.3K | Buy |
+1,234
| New | +$78.3K | 0.03% | 142 |
|
|
2017
Q2 | – | Sell |
-3,710
| Closed | -$214K | – | 78 |
|
|
2017
Q1 | $214K | Hold |
3,710
| – | – | 0.17% | 74 |
|
|
2016
Q4 | $207K | Hold |
3,710
| – | – | 0.17% | 82 |
|
|
2016
Q3 | $241K | Sell |
3,710
-181
| -5% | -$11.8K | 0.2% | 74 |
|
|
2016
Q2 | $261K | Hold |
3,891
| – | – | 0.22% | 73 |
|
|
2016
Q1 | $236K | Buy |
+3,891
| New | +$236K | 0.23% | 79 |
|