Lourd Capital’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,479
| Closed | -$274K | – | 240 |
|
|
2018
Q4 | $274K | Buy |
4,479
+473
| +12% | +$28.9K | 0.02% | 213 |
|
|
2018
Q3 | $221K | Buy |
+4,006
| New | +$221K | 0.01% | 287 |
|
|
2018
Q1 | – | Sell |
-10,195
| Closed | -$563K | – | 264 |
|
|
2017
Q4 | $563K | Buy |
+10,195
| New | +$563K | 0.04% | 140 |
|