CWM
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Connecticut Wealth Management’s Realty Income O Stock Holding History

Connecticut Wealth Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,029
Closed -$371K – 217
2021
Q1 		$371K Sell
6,029
-15
-0.2% -$923 0.03% 117
2020
Q4 		$364K Sell
6,044
-243
-4% -$14.6K 0.04% 134
2020
Q3 		$370K Buy
+6,287
New +$370K 0.04% 145