Concert Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $252K | Sell |
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|
2016
Q3 | $1.05M | Sell |
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|
2016
Q2 | $2.99M | Sell |
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|
2016
Q1 | $3.58M | Sell |
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|
2015
Q4 | $2.94M | Sell |
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|
2015
Q3 | $2.82M | Buy |
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|
2015
Q2 | $2.62M | Sell |
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|
2015
Q1 | $2.66M | Buy |
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|
2014
Q4 | $3.21M | Buy |
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|
2014
Q3 | $591K | Buy |
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|
2014
Q2 | $629K | Buy |
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|
2014
Q1 | $416K | Buy |
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|
2013
Q4 | $308K | Sell |
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|
2013
Q3 | $393K | Sell |
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|
2013
Q2 | $423K | Buy |
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