IronBridge Private 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
Q1 | – | Sell |
-90
| Closed | -$6K | – | 211 |
|
2021
Q4 | $6K | Sell |
90
-3
| -3% | -$200 | ﹤0.01% | 227 |
|
2021
Q3 | $6K | Hold |
93
| – | – | ﹤0.01% | 194 |
|
2021
Q2 | $6K | Hold |
93
| – | – | ﹤0.01% | 198 |
|
2021
Q1 | $6K | Sell |
93
-8
| -8% | -$516 | ﹤0.01% | 193 |
|
2020
Q4 | $6K | Buy |
+101
| New | +$6K | ﹤0.01% | 173 |
|