Cypress Wealth Services’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,074
| Closed | -$219K | – | 265 |
|
|
2019
Q1 | $219K | Sell |
3,074
-2,796
| -48% | -$199K | 0.07% | 229 |
|
|
2018
Q4 | $359K | Buy |
5,870
+7
| +0.1% | +$428 | 0.14% | 135 |
|
|
2018
Q3 | $323K | Buy |
5,863
+894
| +18% | +$49.3K | 0.12% | 157 |
|
|
2018
Q2 | $259K | Sell |
4,969
-1,154
| -19% | -$60.2K | 0.1% | 179 |
|
|
2018
Q1 | $307K | Sell |
6,123
-421
| -6% | -$21.1K | 0.13% | 136 |
|
|
2017
Q4 | $362K | Buy |
+6,544
| New | +$362K | 0.15% | 130 |
|