Cerity Partners OCIO’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $316K | Buy |
4,989
+81
| +2% | +$5.13K | 0.01% | 366 |
|
|
2022
Q3 | $286K | Sell |
4,908
-217
| -4% | -$12.6K | 0.01% | 368 |
|
|
2022
Q2 | $350K | Buy |
5,125
+295
| +6% | +$20.1K | 0.01% | 344 |
|
|
2022
Q1 | $335K | Buy |
4,830
+1,015
| +27% | +$70.4K | 0.01% | 348 |
|
|
2021
Q4 | $273K | Buy |
+3,815
| New | +$273K | 0.01% | 371 |
|