FormulaFolio Investments’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $926K | Buy |
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|
2020
Q3 | $794K | Sell |
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|
2020
Q2 | $812K | Sell |
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|
2020
Q1 | $750K | Sell |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $952K | Buy |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $383K | Buy |
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|
2018
Q2 | $250K | Buy |
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