Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.48M | Buy |
65,554
+148
| +0.2% | +$10.1K | 2.93% | 2 |
|
|
2022
Q1 | $4.53M | Sell |
65,406
-322
| -0.5% | -$22.3K | 2.56% | 5 |
|
|
2021
Q4 | $4.71M | Sell |
65,728
-1,637
| -2% | -$117K | 2.58% | 4 |
|
|
2021
Q3 | $4.23M | Sell |
67,365
-2,267
| -3% | -$142K | 2.58% | 4 |
|
|
2021
Q2 | $4.5M | Sell |
69,632
-861
| -1% | -$55.7K | 2.74% | 3 |
|
|
2021
Q1 | $4.34M | Buy |
70,493
+1,314
| +2% | +$80.9K | 2.86% | 3 |
|
|
2020
Q4 | $4.17M | Sell |
69,179
-750
| -1% | -$45.2K | 3.07% | 2 |
|
|
2020
Q3 | $4.12M | Sell |
69,929
-534
| -0.8% | -$31.4K | 3.47% | 2 |
|
|
2020
Q2 | $4.06M | Buy |
70,463
+381
| +0.5% | +$22K | 3.79% | 2 |
|
|
2020
Q1 | $3.39M | Sell |
70,082
-617
| -0.9% | -$29.8K | 3.99% | 2 |
|
|
2019
Q4 | $5.06M | Buy |
+70,699
| New | +$5.06M | 4.36% | 2 |
|