Integrated Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $755K | Buy |
13,081
+1,383
| +12% | +$79.8K | 0.25% | 100 |
|
|
2016
Q4 | $652K | Sell |
11,698
-558
| -5% | -$31.1K | 0.24% | 104 |
|
|
2016
Q3 | $795K | Buy |
12,256
+1,349
| +12% | +$87.5K | 0.28% | 80 |
|
|
2016
Q2 | $733K | Buy |
10,907
+3,252
| +42% | +$219K | 0.28% | 76 |
|
|
2016
Q1 | $464K | Buy |
7,655
+1,892
| +33% | +$115K | 0.2% | 108 |
|
|
2015
Q4 | $288K | Buy |
5,763
+1,784
| +45% | +$89.2K | 0.12% | 134 |
|
|
2015
Q3 | $183K | Buy |
3,979
+152
| +4% | +$6.99K | 0.08% | 196 |
|
|
2015
Q2 | $165K | Buy |
3,827
+487
| +15% | +$21K | 0.06% | 214 |
|
|
2015
Q1 | $166K | Buy |
+3,340
| New | +$166K | 0.07% | 215 |
|