Clear Perspective Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,565
| Closed | -$86K | – | 508 |
|
|
2017
Q4 | $86K | Hold |
1,565
| – | – | 0.07% | 199 |
|
|
2017
Q3 | $87K | Buy |
1,565
+17
| +1% | +$945 | 0.07% | 195 |
|
|
2017
Q2 | $83K | Sell |
1,548
-645
| -29% | -$34.6K | 0.07% | 183 |
|
|
2017
Q1 | $127K | Hold |
2,193
| – | – | 0.08% | 150 |
|
|
2016
Q4 | $122K | Buy |
+2,193
| New | +$122K | 0.08% | 154 |
|