CT Financial Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.1M | Sell |
36,369
-752
| -2% | -$43.4K | 1.29% | 21 |
|
|
2016
Q4 | $2.07M | Sell |
37,121
-3,660
| -9% | -$204K | 1.31% | 21 |
|
|
2016
Q3 | $2.64M | Sell |
40,781
-8,641
| -17% | -$560K | 1.62% | 11 |
|
|
2016
Q2 | $3.32M | Sell |
49,422
-6,824
| -12% | -$459K | 2.05% | 6 |
|
|
2016
Q1 | $3.41M | Sell |
56,246
-813
| -1% | -$49.2K | 1.92% | 7 |
|
|
2015
Q4 | $2.85M | Buy |
57,059
+296
| +0.5% | +$14.8K | 1.64% | 11 |
|
|
2015
Q3 | $2.61M | Buy |
56,763
+920
| +2% | +$42.2K | 1.64% | 11 |
|
|
2015
Q2 | $2.4M | Sell |
55,843
-1,545
| -3% | -$66.5K | 1.36% | 18 |
|
|
2015
Q1 | $2.87M | Buy |
57,388
+466
| +0.8% | +$23.3K | 1.59% | 11 |
|
|
2014
Q4 | $2.63M | Buy |
+56,922
| New | +$2.63M | 1.99% | 10 |
|
|
2014
Q1 | $2.87M | Buy |
+57,388
| New | +$2.87M | 1.59% | 11 |
|