KPW
Kore Private Wealth’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.36M | Hold |
23,421
| – | – | 0.25% | 66 |
|
|
2022
Q2 | $1.6M | Sell |
23,421
-15
| -0.1% | -$1.02K | 0.25% | 75 |
|
|
2022
Q1 | $1.62M | Hold |
23,436
| – | – | 0.2% | 82 |
|
|
2021
Q4 | $1.68M | Buy |
23,436
+11,223
| +92% | +$804K | 0.2% | 82 |
|
|
2021
Q3 | $792K | Sell |
12,213
-4
| -0% | -$259 | 0.08% | 178 |
|
|
2021
Q2 | $815K | Buy |
12,217
+116
| +1% | +$7.74K | 0.09% | 161 |
|
|
2021
Q1 | $768K | Buy |
12,101
+61
| +0.5% | +$3.87K | 0.1% | 136 |
|
|
2020
Q4 | $749K | Buy |
12,040
+67
| +0.6% | +$4.17K | 0.12% | 122 |
|
|
2020
Q3 | $727K | Sell |
11,973
-14
| -0.1% | -$850 | 0.14% | 103 |
|
|
2020
Q2 | $713K | Buy |
11,987
+14
| +0.1% | +$833 | 0.15% | 103 |
|
|
2020
Q1 | $597K | Sell |
11,973
-803
| -6% | -$40K | 0.14% | 100 |
|
|
2019
Q4 | $941K | Buy |
12,776
+189
| +2% | +$13.9K | 0.18% | 98 |
|
|
2019
Q3 | $967K | Buy |
12,587
+189
| +2% | +$14.5K | 0.22% | 89 |
|
|
2019
Q2 | $855K | Sell |
12,398
-22,580
| -65% | -$1.56M | 0.19% | 97 |
|
|
2019
Q1 | $2.58M | Sell |
34,978
-1,543
| -4% | -$114K | 0.58% | 44 |
|
|
2018
Q4 | $2.31M | Buy |
+36,521
| New | +$2.31M | 0.64% | 40 |
|