B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $332 | Buy |
+4,864
| New | +$332 | ﹤0.01% | 512 |
|
|
2022
Q1 | – | Sell |
-2,806
| Closed | -$201K | – | 675 |
|
|
2021
Q4 | $201K | Buy |
+2,806
| New | +$201K | 0.01% | 589 |
|
|
2016
Q1 | $629K | Buy |
10,385
+1,843
| +22% | +$112K | 0.94% | 32 |
|
|
2015
Q4 | $427K | Buy |
8,542
+100
| +1% | +$5K | 0.55% | 60 |
|
|
2015
Q3 | $387K | Sell |
8,442
-17
| -0.2% | -$779 | 0.55% | 58 |
|
|
2015
Q2 | $363K | Buy |
8,459
+101
| +1% | +$4.33K | 0.29% | 90 |
|
|
2015
Q1 | $417K | Buy |
8,358
+91
| +1% | +$4.54K | 0.31% | 80 |
|
|
2014
Q4 | $382K | Buy |
8,267
+266
| +3% | +$12.3K | 0.31% | 79 |
|
|
2014
Q3 | $316K | Sell |
8,001
-9
| -0.1% | -$355 | 0.23% | 123 |
|
|
2014
Q2 | $344K | Buy |
8,010
+610
| +8% | +$26.2K | 0.22% | 124 |
|
|
2014
Q1 | $293K | Buy |
+7,400
| New | +$293K | 0.22% | 126 |
|