LTI
Laffer Tengler Investments’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-17,364
| Closed | -$1.16M | – | 267 |
|
|
2016
Q3 | $1.16M | Hold |
17,364
| – | – | 0.32% | 127 |
|
|
2016
Q2 | $1.2M | Sell |
17,364
-12,692
| -42% | -$880K | 0.34% | 118 |
|
|
2016
Q1 | $1.88M | Buy |
+30,056
| New | +$1.88M | 0.51% | 78 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 115 |
|
|
2015
Q3 | – | Sell |
-30,056
| Closed | -$1.33M | – | 129 |
|
|
2015
Q2 | $1.33M | Buy |
+30,056
| New | +$1.33M | 0.32% | 172 |
|
|
2014
Q4 | – | Sell |
-79
| Closed | -$3.22K | – | 231 |
|
|
2014
Q3 | $3.22K | Buy |
+79
| New | +$3.22K | ﹤0.01% | 233 |
|