HC Financial Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $29K | Hold |
420
| – | – | 0.02% | 156 |
|
|
2022
Q1 | $29K | Hold |
420
| – | – | 0.02% | 170 |
|
|
2021
Q4 | $30K | Sell |
420
-13
| -3% | -$929 | 0.02% | 176 |
|
|
2021
Q3 | $27K | Hold |
433
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $28K | Hold |
433
| – | – | 0.02% | 170 |
|
|
2021
Q1 | $27K | Hold |
433
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $26K | Hold |
433
| – | – | 0.02% | 180 |
|
|
2020
Q3 | $26K | Sell |
433
-52
| -11% | -$3.12K | 0.02% | 167 |
|
|
2020
Q2 | $28K | Hold |
485
| – | – | 0.02% | 155 |
|
|
2020
Q1 | $23K | Buy |
+485
| New | +$23K | 0.02% | 164 |
|