Evoke Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-181
| Closed | -$11K | – | 880 |
|
|
2022
Q3 | $11K | Buy |
181
+69
| +62% | +$4.19K | ﹤0.01% | 744 |
|
|
2022
Q2 | $8K | Sell |
112
-7
| -6% | -$500 | ﹤0.01% | 811 |
|
|
2022
Q1 | $8K | Sell |
119
-208
| -64% | -$14K | ﹤0.01% | 811 |
|
|
2021
Q4 | $23K | Buy |
327
+264
| +419% | +$18.6K | ﹤0.01% | 664 |
|
|
2021
Q3 | $4K | Sell |
63
-3
| -5% | -$190 | ﹤0.01% | 897 |
|
|
2021
Q2 | $4K | Sell |
66
-3
| -4% | -$182 | ﹤0.01% | 938 |
|
|
2021
Q1 | $4K | Buy |
69
+1
| +1% | +$58 | ﹤0.01% | 896 |
|
|
2020
Q4 | $4K | Buy |
68
+27
| +66% | +$1.59K | ﹤0.01% | 771 |
|
|
2020
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 859 |
|
|
2020
Q2 | $2K | Sell |
41
-486
| -92% | -$23.7K | ﹤0.01% | 885 |
|
|
2020
Q1 | $25.6K | Sell |
527
-897
| -63% | -$43.6K | ﹤0.01% | 404 |
|
|
2019
Q4 | $102K | Buy |
1,424
+630
| +79% | +$45.1K | 0.01% | 321 |
|
|
2019
Q3 | $59.2K | Buy |
+794
| New | +$59.2K | 0.01% | 437 |
|