Brinker Capital’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,030
| Closed | -$333K | – | 1016 |
|
|
2017
Q4 | $333K | Buy |
6,030
+529
| +10% | +$29.2K | 0.01% | 812 |
|
|
2017
Q3 | $305K | Buy |
+5,501
| New | +$305K | 0.01% | 808 |
|
|
2017
Q2 | – | Sell |
-5,148
| Closed | -$297K | – | 820 |
|
|
2017
Q1 | $297K | Buy |
+5,148
| New | +$297K | 0.01% | 789 |
|