Frontier 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
Q2 | – | Sell |
-3,117
| Closed | -$222K | – | 352 |
|
|
2019
Q1 | $222K | Buy |
+3,117
| New | +$222K | 0.03% | 319 |
|
|
2018
Q1 | – | Sell |
-3,732
| Closed | -$206K | – | 405 |
|
|
2017
Q4 | $206K | Hold |
3,732
| – | – | 0.03% | 327 |
|
|
2017
Q3 | $207K | Buy |
+3,732
| New | +$207K | 0.03% | 355 |
|
|
2017
Q2 | – | Sell |
-4,289
| Closed | -$247K | – | 404 |
|
|
2017
Q1 | $247K | Sell |
4,289
-777
| -15% | -$44.7K | 0.04% | 329 |
|
|
2016
Q4 | $282K | Sell |
5,066
-1,118
| -18% | -$62.2K | 0.05% | 297 |
|
|
2016
Q3 | $401K | Buy |
6,184
+275
| +5% | +$17.8K | 0.06% | 238 |
|
|
2016
Q2 | $397K | Buy |
5,909
+1,024
| +21% | +$68.8K | 0.06% | 232 |
|
|
2016
Q1 | $296K | Buy |
+4,885
| New | +$296K | 0.02% | 256 |
|