Clear Perspectives Financial Planning’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 | – | Sell |
-70
| Closed | -$4K | – | 255 |
|
|
2022
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 175 |
|
|
2022
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 179 |
|
|
2022
Q1 | $5K | Buy |
70
+1
| +1% | +$71 | ﹤0.01% | 184 |
|
|
2021
Q4 | $5K | Sell |
69
-2
| -3% | -$145 | ﹤0.01% | 194 |
|
|
2021
Q3 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 185 |
|