Berman Capital Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $63K | Buy |
|
|||||
|
2021
Q2 | $43K | Buy |
|
|||||
|
2021
Q1 | $40K | Buy |
|
|||||
|
2020
Q4 | $39K | Sell |
|
|||||
|
2020
Q3 | $47K | Buy |
|
|||||
|
2020
Q2 | $33K | Sell |
|
|||||
|
2020
Q1 | $28K | Buy |
|
|||||
|
2019
Q4 | $28K | Sell |
|
|||||
|
2019
Q3 | $31K | Buy |
|
|||||
|
2019
Q2 | $27K | Buy |
|
|||||
|
2019
Q1 | $18K | Buy |
|
|||||
|
2018
Q4 | $11K | Buy |
|