Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-936
| Closed | -$58K | – | 298 |
|
|
2021
Q1 | $58K | Buy |
936
+84
| +10% | +$5.21K | 0.04% | 174 |
|
|
2020
Q4 | $51K | Buy |
852
+10
| +1% | +$599 | 0.04% | 185 |
|
|
2020
Q3 | $50K | Buy |
842
+9
| +1% | +$534 | 0.04% | 186 |
|
|
2020
Q2 | $48K | Buy |
833
+7
| +0.8% | +$403 | 0.04% | 196 |
|
|
2020
Q1 | $40K | Hold |
826
| – | – | 0.04% | 199 |
|
|
2019
Q4 | $59K | Buy |
+826
| New | +$59K | 0.05% | 196 |
|