Graves Light Lenhart Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$102K | – | 446 |
|
|
2022
Q2 | $102K | Buy |
1,498
+5
| +0.3% | +$340 | 0.02% | 234 |
|
|
2022
Q1 | $103K | Buy |
1,493
+6
| +0.4% | +$414 | 0.01% | 262 |
|
|
2021
Q4 | $106K | Sell |
1,487
-42
| -3% | -$2.99K | 0.02% | 288 |
|
|
2021
Q3 | $96K | Buy |
1,529
+4
| +0.3% | +$251 | 0.02% | 282 |
|
|
2021
Q2 | $99K | Buy |
1,525
+5
| +0.3% | +$325 | 0.02% | 283 |
|
|
2021
Q1 | $94K | Buy |
1,520
+6
| +0.4% | +$371 | 0.02% | 286 |
|
|
2020
Q4 | $91K | Buy |
+1,514
| New | +$91K | 0.02% | 284 |
|