FCFS
First Command Financial Services’s Realty Income O Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-265
| Closed | -$17K | – | 405 |
|
2022
Q4 | $17K | Hold |
265
| – | – | ﹤0.01% | 302 |
|
2022
Q3 | $15K | Hold |
265
| – | – | ﹤0.01% | 308 |
|
2022
Q2 | $18K | Buy |
+265
| New | +$18K | ﹤0.01% | 300 |
|
2021
Q4 | – | Sell |
-28
| Closed | -$2K | – | 473 |
|
2021
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 426 |
|
2021
Q1 | – | Sell |
-230
| Closed | -$14K | – | 448 |
|
2020
Q4 | $14K | Buy |
+230
| New | +$14K | ﹤0.01% | 292 |
|
2019
Q4 | – | Sell |
-133
| Closed | -$10K | – | 380 |
|
2019
Q3 | $10K | Buy |
+133
| New | +$10K | 0.01% | 311 |
|
2018
Q4 | – | Sell |
-495
| Closed | -$28K | – | 435 |
|
2018
Q3 | $28K | Sell |
495
-225
| -31% | -$12.7K | 0.01% | 253 |
|
2018
Q2 | $39K | Hold |
720
| – | – | 0.01% | 228 |
|
2018
Q1 | $38K | Hold |
720
| – | – | ﹤0.01% | 235 |
|
2017
Q4 | $41K | Hold |
720
| – | – | 0.02% | 218 |
|
2017
Q3 | $41K | Hold |
720
| – | – | 0.03% | 213 |
|
2017
Q2 | $39K | Buy |
720
+225
| +45% | +$12.2K | 0.03% | 223 |
|
2017
Q1 | $29K | Sell |
495
-950
| -66% | -$55.7K | 0.02% | 245 |
|
2016
Q4 | $83K | Buy |
+1,445
| New | +$83K | 0.07% | 145 |
|