Edmond de Rothschild Holding’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 |
-619
| Closed | -$44K | – | 612 |
|
|
2019
Q1 | $44K | Hold |
619
| – | – | ﹤0.01% | 480 |
|
|
2018
Q4 | $38K | Sell |
619
-1,806
| -74% | -$111K | ﹤0.01% | 541 |
|
|
2018
Q3 | $134K | Buy |
+2,425
| New | +$134K | ﹤0.01% | 501 |
|
|
2017
Q2 | – | Sell |
-221
| Closed | -$13K | – | 821 |
|
|
2017
Q1 | $13K | Buy |
221
+63
| +40% | +$3.71K | ﹤0.01% | 746 |
|
|
2016
Q4 | $9K | Buy |
158
+95
| +151% | +$5.41K | ﹤0.01% | 754 |
|
|
2016
Q3 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 801 |
|