Engrave Wealth Partners’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-297
Closed -$17K 313
2020
Q2
$17K Buy
297
+1
+0.3% +$57 0.02% 197
2020
Q1
$14K Buy
296
+73
+33% +$3.45K 0.02% 181
2019
Q4
$15K Buy
+223
New +$15K 0.01% 259