Lake Point Wealth Management’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
-70
Closed -$5K 463
2021
Q4
$5K Buy
+70
New +$5K ﹤0.01% 254
2019
Q2
$25K Hold
380
0.01% 217
2019
Q1
$25K Sell
380
-2,817
-88% -$185K 0.01% 217
2018
Q4
$195K Buy
+3,197
New +$195K 0.07% 157