Beam Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,432
| Closed | -$404K | – | 127 |
|
|
2021
Q3 | $404K | Buy |
6,432
+24
| +0.4% | +$1.51K | 0.35% | 86 |
|
|
2021
Q2 | $414K | Buy |
6,408
+10
| +0.2% | +$646 | 0.36% | 84 |
|
|
2021
Q1 | $394K | Buy |
6,398
+10
| +0.2% | +$616 | 0.35% | 86 |
|
|
2020
Q4 | $385K | Sell |
6,388
-441
| -6% | -$26.6K | 0.36% | 81 |
|
|
2020
Q3 | $402K | Sell |
6,829
-259
| -4% | -$15.2K | 0.38% | 80 |
|
|
2020
Q2 | $414K | Buy |
7,088
+12
| +0.2% | +$701 | 0.42% | 76 |
|
|
2020
Q1 | $342K | Buy |
7,076
+8
| +0.1% | +$387 | 0.34% | 94 |
|
|
2019
Q4 | $504K | Buy |
+7,068
| New | +$504K | 0.47% | 67 |
|