Ahrens Investment Partners’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 | $66.5K | Buy |
+1,050
| New | +$66.5K | 0.03% | 277 |
|
|
2022
Q3 | – | Sell |
-2,050
| Closed | -$140K | – | 659 |
|
|
2022
Q2 | $140K | Sell |
2,050
-951
| -32% | -$64.9K | 0.06% | 191 |
|
|
2022
Q1 | $208K | Buy |
3,001
+676
| +29% | +$46.9K | 0.07% | 179 |
|
|
2021
Q4 | $166K | Buy |
+2,325
| New | +$166K | 0.07% | 213 |
|
|
2021
Q3 | – | Sell |
-4,361
| Closed | -$282K | – | 234 |
|
|
2021
Q2 | $282K | Buy |
+4,361
| New | +$282K | 0.13% | 174 |
|
|
2017
Q1 | – | Sell |
-4,449
| Closed | -$248K | – | 164 |
|
|
2016
Q4 | $248K | Buy |
+4,449
| New | +$248K | 0.13% | 105 |
|