Avantax Planning Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,923
| Closed | -$209K | – | 375 |
|
|
2021
Q4 | $209K | Buy |
+2,923
| New | +$209K | 0.01% | 330 |
|
|
2020
Q1 | – | Sell |
-3,197
| Closed | -$228K | – | 299 |
|
|
2019
Q4 | $228K | Sell |
3,197
-66
| -2% | -$4.71K | 0.01% | 271 |
|
|
2019
Q3 | $242K | Sell |
3,263
-227
| -7% | -$16.8K | 0.01% | 268 |
|
|
2019
Q2 | $237K | Buy |
3,490
+66
| +2% | +$4.48K | 0.02% | 265 |
|
|
2019
Q1 | $244K | Sell |
3,424
-847
| -20% | -$60.4K | 0.02% | 258 |
|
|
2018
Q4 | $261K | Buy |
4,271
+4,031
| +1,680% | +$246K | 0.02% | 215 |
|
|
2018
Q3 | $13K | Buy |
+240
| New | +$13K | ﹤0.01% | 816 |
|
|
2018
Q2 | – | Sell |
-4,358
| Closed | -$218K | – | 1062 |
|
|
2018
Q1 | $218K | Sell |
4,358
-447
| -9% | -$22.4K | 0.02% | 280 |
|
|
2017
Q4 | $265K | Sell |
4,805
-469
| -9% | -$25.9K | 0.02% | 242 |
|
|
2017
Q3 | $292K | Buy |
5,274
+96
| +2% | +$5.32K | 0.02% | 278 |
|
|
2017
Q2 | $277K | Sell |
5,178
-37
| -0.7% | -$1.98K | 0.02% | 268 |
|
|
2017
Q1 | $301K | Sell |
5,215
-190
| -4% | -$11K | 0.03% | 239 |
|
|
2016
Q4 | $301K | Buy |
+5,405
| New | +$301K | 0.03% | 227 |
|