Heritage Wealth Management (Arizona)’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-55
| Closed | -$3K | – | 1092 |
|
|
2022
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 837 |
|
|
2022
Q2 | $3.75K | Sell |
55
-245
| -82% | -$16.7K | ﹤0.01% | 808 |
|
|
2022
Q1 | $21K | Buy |
+300
| New | +$21K | 0.01% | 591 |
|
|
2021
Q3 | $19K | Hold |
310
| – | – | 0.01% | 564 |
|
|
2021
Q2 | $20K | Buy |
+310
| New | +$20K | 0.01% | 563 |
|