Bedel Financial Consulting’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 | – | Sell |
-326
| Closed | -$23K | – | 653 |
|
|
2022
Q1 | $23K | Hold |
326
| – | – | 0.01% | 528 |
|
|
2021
Q4 | $23K | Sell |
326
-10
| -3% | -$706 | 0.01% | 539 |
|
|
2021
Q3 | $21K | Hold |
336
| – | – | 0.01% | 544 |
|
|
2021
Q2 | $22K | Buy |
336
+206
| +158% | +$13.5K | 0.01% | 544 |
|
|
2021
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 674 |
|
|
2020
Q4 | $8K | Hold |
130
| – | – | ﹤0.01% | 590 |
|
|
2020
Q3 | $8K | Buy |
130
+77
| +145% | +$4.74K | ﹤0.01% | 545 |
|
|
2020
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 653 |
|
|
2020
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 642 |
|
|
2019
Q4 | $4K | Hold |
53
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $4K | Buy |
+53
| New | +$4K | ﹤0.01% | 592 |
|