Carroll Financial Associates’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
Q4 | $253K | Sell |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $214K | Hold |
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|
2020
Q3 | $209K | Hold |
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|
2020
Q2 | $205K | Hold |
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|
2020
Q1 | $171K | Sell |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $239K | Buy |
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|
2019
Q1 | $253K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $172K | Sell |
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|
2018
Q1 | $168K | Sell |
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|
2017
Q4 | $313K | Buy |
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|
2017
Q3 | $228K | Buy |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $240K | Sell |
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|
2016
Q4 | $234K | Buy |
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|
2016
Q3 | $271K | Buy |
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|
2016
Q2 | $267K | Buy |
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|
2016
Q1 | $205K | Buy |
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|
2015
Q4 | $123K | Buy |
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|
2015
Q3 | $62K | Sell |
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|
2015
Q2 | $73K | Buy |
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|
2015
Q1 | $64K | Buy |
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|
2014
Q4 | $2K | Sell |
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|
2014
Q3 | $20K | Sell |
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|
2014
Q2 | $73K | Buy |
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|
2014
Q1 | $18K | Buy |
|