KA
Kaizen Advisory’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $50K | Buy |
797
+185
| +30% | +$11.6K | 0.03% | 325 |
|
|
2018
Q3 | $35K | Hold |
612
| – | – | 0.02% | 416 |
|
|
2018
Q2 | $33K | Buy |
612
+337
| +123% | +$18.2K | 0.02% | 438 |
|
|
2018
Q1 | $14K | Hold |
275
| – | – | 0.01% | 407 |
|
|
2017
Q4 | $16K | Buy |
+275
| New | +$16K | 0.01% | 365 |
|