Destination Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$215K | – | 206 |
|
|
2021
Q4 | $215K | Buy |
+3,000
| New | +$215K | 0.01% | 193 |
|
|
2019
Q3 | – | Sell |
-2,064
| Closed | -$138K | – | 387 |
|
|
2019
Q2 | $138K | Hold |
2,064
| – | – | 0.01% | 157 |
|
|
2019
Q1 | $147K | Hold |
2,064
| – | – | 0.01% | 158 |
|
|
2018
Q4 | $126K | Sell |
2,064
-1,102
| -35% | -$67.3K | 0.01% | 161 |
|
|
2018
Q3 | $175K | Sell |
3,166
-361
| -10% | -$20K | 0.01% | 162 |
|
|
2018
Q2 | $184K | Sell |
3,527
-6,694
| -65% | -$349K | 0.01% | 145 |
|
|
2018
Q1 | $1.01M | Buy |
+10,221
| New | +$1.01M | 0.06% | 99 |
|