Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,780
| Closed | -$127K | – | 704 |
|
|
2019
Q1 | $127K | Sell |
1,780
-66
| -4% | -$4.71K | 0.04% | 157 |
|
|
2018
Q4 | $113K | Buy |
1,846
+2
| +0.1% | +$122 | 0.04% | 146 |
|
|
2018
Q3 | $102K | Buy |
1,844
+496
| +37% | +$27.4K | 0.03% | 194 |
|
|
2018
Q2 | $71K | Buy |
1,348
+432
| +47% | +$22.8K | 0.02% | 197 |
|
|
2018
Q1 | $46K | Buy |
916
+289
| +46% | +$14.5K | 0.01% | 220 |
|
|
2017
Q4 | $35K | Sell |
627
-190
| -23% | -$10.6K | 0.01% | 253 |
|
|
2017
Q3 | $45K | Buy |
817
+266
| +48% | +$14.7K | 0.02% | 238 |
|
|
2017
Q2 | $30K | Buy |
+551
| New | +$30K | 0.01% | 257 |
|