Gateway Advisory’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,049
| Closed | -$289K | – | 67 |
|
|
2019
Q4 | $289K | Buy |
+4,049
| New | +$289K | 0.07% | 48 |
|
|
2019
Q3 | – | Sell |
-5,277
| Closed | -$353K | – | 64 |
|
|
2019
Q2 | $353K | Sell |
5,277
-3,365
| -39% | -$225K | 0.09% | 43 |
|
|
2019
Q1 | $616K | Sell |
8,642
-360
| -4% | -$25.7K | 0.16% | 40 |
|
|
2018
Q4 | $550K | Buy |
+9,002
| New | +$550K | 0.23% | 34 |
|
|
2016
Q4 | – | Sell |
-26,695
| Closed | -$1.65M | – | 58 |
|
|
2016
Q3 | $1.65M | Buy |
26,695
+1,096
| +4% | +$67.6K | 0.6% | 27 |
|
|
2016
Q2 | $1.75M | Buy |
25,599
+11,259
| +79% | +$769K | 0.68% | 24 |
|
|
2016
Q1 | $869K | Buy |
+14,340
| New | +$869K | 0.41% | 22 |
|