Clarus Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,805
| Closed | -$121K | – | 425 |
|
|
2019
Q2 | $121K | Buy |
1,805
+12
| +0.7% | +$804 | 0.09% | 169 |
|
|
2019
Q1 | $128K | Sell |
1,793
-259
| -13% | -$18.5K | 0.1% | 159 |
|
|
2018
Q4 | $125K | Buy |
2,052
+17
| +0.8% | +$1.04K | 0.2% | 136 |
|
|
2018
Q3 | $112K | Sell |
2,035
-242
| -11% | -$13.3K | 0.07% | 195 |
|
|
2018
Q2 | $114K | Buy |
+2,277
| New | +$114K | 0.09% | 180 |
|