Executive 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
2019
Q3
Sell
-320
Closed -$21K 564
2019
Q2
$21K Buy
320
+2
+0.6% +$131 ﹤0.01% 462
2019
Q1
$23K Hold
318
﹤0.01% 404
2018
Q4
$19K Buy
+318
New +$19K ﹤0.01% 436