Centerpoint Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-270
| Closed | -$16K | – | 612 |
|
|
2023
Q2 | $16K | Hold |
270
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $17K | Hold |
270
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $17K | Hold |
270
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $16K | Hold |
270
| – | – | 0.01% | 192 |
|
|
2022
Q2 | $18K | Hold |
270
| – | – | 0.01% | 197 |
|
|
2022
Q1 | $19K | Hold |
270
| – | – | 0.01% | 195 |
|
|
2021
Q4 | $19K | Buy |
+270
| New | +$19K | 0.01% | 184 |
|
|
2018
Q3 | – | Sell |
-133
| Closed | -$7K | – | 324 |
|
|
2018
Q2 | $7K | Buy |
+133
| New | +$7K | 0.01% | 200 |
|