Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,691
| Closed | -$213K | – | 101 |
|
|
2020
Q2 | $213K | Buy |
+3,691
| New | +$213K | 0.11% | 91 |
|
|
2020
Q1 | – | Sell |
-301,541
| Closed | -$3.97M | – | 191 |
|
|
2019
Q4 | $3.97M | Buy |
301,541
+297,293
| +6,998% | +$3.91M | 0.19% | 71 |
|
|
2019
Q3 | $317K | Buy |
4,248
+252
| +6% | +$18.8K | 0.16% | 78 |
|
|
2019
Q2 | $268K | Buy |
3,996
+503
| +14% | +$33.7K | 0.14% | 84 |
|
|
2019
Q1 | $248K | Buy |
3,493
+21
| +0.6% | +$1.49K | 0.14% | 86 |
|
|
2018
Q4 | $211K | Buy |
+3,472
| New | +$211K | 0.14% | 85 |
|
|
2017
Q4 | – | Sell |
-3,962
| Closed | -$219K | – | 87 |
|
|
2017
Q3 | $219K | Buy |
3,962
+24
| +0.6% | +$1.33K | 0.16% | 81 |
|
|
2017
Q2 | $210K | Sell |
3,938
-347
| -8% | -$18.5K | 0.17% | 79 |
|
|
2017
Q1 | $246K | Buy |
+4,285
| New | +$246K | 0.22% | 74 |
|