Financial Engines Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,617
| Closed | -$669K | – | 295 |
|
|
2021
Q3 | $669K | Sell |
10,617
-4,474
| -30% | -$282K | ﹤0.01% | 139 |
|
|
2021
Q2 | $979K | Sell |
15,091
-1,447
| -9% | -$93.9K | ﹤0.01% | 103 |
|
|
2021
Q1 | $1.02M | Buy |
16,538
+965
| +6% | +$59.6K | ﹤0.01% | 116 |
|
|
2020
Q4 | $942K | Buy |
15,573
+288
| +2% | +$17.4K | ﹤0.01% | 113 |
|
|
2020
Q3 | $903K | Buy |
+15,285
| New | +$903K | ﹤0.01% | 114 |
|