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Litman Gregory Wealth Management’s Realty Income O Stock Holding History

Litman Gregory Wealth Management’s Portfolio O Stock Details O Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-319
Closed -$20K – 150
2021
Q1 		$20K Hold
319
– – ﹤0.01% 134
2020
Q4 		$20K Buy
319
+225
+239% +$14.1K ﹤0.01% 130
2020
Q3 		$6K Buy
+94
New +$6K ﹤0.01% 171