LifePlan Financial Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $168K | Hold |
2,850
| – | – | 0.07% | 145 |
|
|
2020
Q2 | $164K | Buy |
2,850
+2,499
| +712% | +$144K | 0.07% | 140 |
|
|
2020
Q1 | $17K | Hold |
351
| – | – | 0.01% | 336 |
|
|
2019
Q4 | $25K | Hold |
351
| – | – | 0.01% | 320 |
|
|
2019
Q3 | $26K | Hold |
351
| – | – | 0.01% | 312 |
|
|
2019
Q2 | $23K | Hold |
351
| – | – | 0.01% | 328 |
|
|
2019
Q1 | $25K | Hold |
351
| – | – | 0.01% | 324 |
|
|
2018
Q4 | $21K | Hold |
351
| – | – | 0.01% | 323 |
|
|
2018
Q3 | $19K | Hold |
351
| – | – | 0.01% | 340 |
|
|
2018
Q2 | $18K | Hold |
351
| – | – | 0.01% | 340 |
|
|
2018
Q1 | $18K | Buy |
+351
| New | +$18K | 0.01% | 326 |
|
|
2014
Q2 | – | Sell |
-351
| Closed | -$14K | – | 164 |
|
|
2014
Q1 | $14K | Hold |
351
| – | – | 0.01% | 165 |
|
|
2013
Q4 | $13K | Hold |
351
| – | – | 0.01% | 148 |
|
|
2013
Q3 | $14K | Hold |
351
| – | – | 0.01% | 141 |
|
|
2013
Q2 | $14K | Buy |
+351
| New | +$14K | 0.02% | 107 |
|