Aris Wealth Services’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.27M | Sell |
27,718
-564
| -2% | -$25.9K | 2.67% | 10 |
|
|
2015
Q2 | $1.22M | Sell |
28,282
-628
| -2% | -$27K | 1.11% | 15 |
|
|
2015
Q1 | $1.45M | Sell |
28,910
-558
| -2% | -$27.9K | 1.35% | 11 |
|
|
2014
Q4 | $1.36M | Buy |
29,468
+1,590
| +6% | +$73.5K | 1.52% | 13 |
|
|
2014
Q3 | $1.1M | Buy |
27,878
+1,115
| +4% | +$44.1K | 1.37% | 15 |
|
|
2014
Q2 | $1.15M | Buy |
26,763
+1,631
| +6% | +$70.2K | 1.51% | 10 |
|
|
2014
Q1 | $995K | Buy |
25,132
+1,592
| +7% | +$63K | 1.46% | 12 |
|
|
2013
Q4 | $851K | Buy |
23,540
+1,292
| +6% | +$46.7K | 1.43% | 10 |
|
|
2013
Q3 | $857K | Buy |
22,248
+1,493
| +7% | +$57.5K | 1.57% | 8 |
|
|
2013
Q2 | $843K | Buy |
+20,755
| New | +$843K | 1.8% | 9 |
|