Genovese Burford & Brothers Wealth & Retirement Plan Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,032
| Closed | -$54K | – | 273 |
|
|
2018
Q2 | $54K | Hold |
1,032
| – | – | 0.02% | 170 |
|
|
2018
Q1 | $52K | Buy |
+1,032
| New | +$52K | 0.02% | 171 |
|
|
2017
Q4 | – | Sell |
-1,032
| Closed | -$57K | – | 386 |
|
|
2017
Q3 | $57K | Hold |
1,032
| – | – | 0.02% | 136 |
|
|
2017
Q2 | $55K | Hold |
1,032
| – | – | 0.02% | 136 |
|
|
2017
Q1 | $60K | Hold |
1,032
| – | – | 0.02% | 132 |
|
|
2016
Q4 | $58K | Buy |
+1,032
| New | +$58K | 0.02% | 156 |
|