Bell & Brown 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
2020
Q1
Sell
-3,044
Closed -$225K 78
2019
Q4
$225K Hold
3,044
0.17% 76
2019
Q3
$226K Hold
3,044
0.19% 75
2019
Q2
$203K Hold
3,044
0.18% 77
2019
Q1
$217K Buy
+3,044
New +$217K 0.2% 77