Cascadia Advisory Services’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 | $336K | Sell |
5,345
-5
| -0.1% | -$314 | 0.07% | 204 |
|
|
2021
Q2 | $346K | Sell |
5,350
-118
| -2% | -$7.63K | 0.07% | 192 |
|
|
2021
Q1 | $336K | Buy |
+5,468
| New | +$336K | 0.07% | 189 |
|
|
2020
Q3 | $328K | Sell |
5,573
-225
| -4% | -$13.2K | 0.09% | 179 |
|
|
2020
Q2 | $334K | Buy |
+5,798
| New | +$334K | 0.1% | 138 |
|
|
2019
Q4 | $358K | Buy |
+5,017
| New | +$358K | 0.1% | 163 |
|