Independent Order of Foresters’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-11,690
| Closed | -$708K | – | 107 |
|
|
2016
Q1 | $708K | Sell |
11,690
-17,000
| -59% | -$1.03M | 0.54% | 43 |
|
|
2015
Q4 | $1.44M | Buy |
28,690
+10,320
| +56% | +$516K | 1.13% | 28 |
|
|
2015
Q3 | $843K | Hold |
18,370
| – | – | 0.72% | 36 |
|
|
2015
Q2 | $790K | Buy |
18,370
+11,352
| +162% | +$488K | 0.75% | 33 |
|
|
2015
Q1 | $351K | Sell |
7,018
-2,270
| -24% | -$114K | 0.33% | 67 |
|
|
2014
Q4 | $429K | Sell |
9,288
-2,786
| -23% | -$129K | 0.44% | 58 |
|
|
2014
Q3 | $477K | Buy |
+12,074
| New | +$477K | 0.48% | 53 |
|