Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,008
| Closed | -$67K | – | 799 |
|
|
2021
Q3 | $67K | Buy |
1,008
+685
| +212% | +$45.5K | 0.02% | 369 |
|
|
2021
Q2 | $0 | Buy |
+323
| New | – | ﹤0.01% | 1146 |
|
|
2020
Q2 | – | Sell |
-49
| Closed | -$2K | – | 946 |
|
|
2020
Q1 | $2K | Sell |
49
-307
| -86% | -$12.5K | ﹤0.01% | 741 |
|
|
2019
Q4 | $25K | Buy |
356
+3
| +0.8% | +$211 | 0.02% | 383 |
|
|
2019
Q3 | $26K | Sell |
353
-105
| -23% | -$7.73K | 0.02% | 351 |
|
|
2019
Q2 | $31K | Buy |
458
+232
| +103% | +$15.7K | 0.03% | 335 |
|
|
2019
Q1 | $16K | Buy |
226
+2
| +0.9% | +$142 | 0.01% | 375 |
|
|
2018
Q4 | $13K | Buy |
+224
| New | +$13K | 0.01% | 385 |
|