Berman Capital 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
Q3 | $63K | Buy |
1,011
+345
| +52% | +$21.5K | 0.01% | 587 |
|
|
2021
Q2 | $43K | Buy |
666
+15
| +2% | +$968 | 0.01% | 640 |
|
|
2021
Q1 | $40K | Buy |
651
+1
| +0.2% | +$61 | 0.01% | 564 |
|
|
2020
Q4 | $39K | Sell |
650
-179
| -22% | -$10.7K | 0.01% | 476 |
|
|
2020
Q3 | $47K | Buy |
829
+235
| +40% | +$13.3K | 0.01% | 359 |
|
|
2020
Q2 | $33K | Sell |
594
-28
| -5% | -$1.56K | 0.01% | 413 |
|
|
2020
Q1 | $28K | Buy |
622
+229
| +58% | +$10.3K | 0.01% | 414 |
|
|
2019
Q4 | $28K | Sell |
393
-33
| -8% | -$2.35K | 0.01% | 447 |
|
|
2019
Q3 | $31K | Buy |
426
+11
| +3% | +$800 | 0.01% | 397 |
|
|
2019
Q2 | $27K | Buy |
415
+160
| +63% | +$10.4K | 0.01% | 428 |
|
|
2019
Q1 | $18K | Buy |
255
+66
| +35% | +$4.66K | 0.01% | 482 |
|
|
2018
Q4 | $11K | Buy |
+189
| New | +$11K | ﹤0.01% | 490 |
|