Lowe Wealth Advisors’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-413	Closed	-$25K	–	286
2020 Q4	$25K	Hold	413	–	–	0.01%	120
2020 Q3	$24K	Hold	413	–	–	0.01%	109
2020 Q2	$24K	Hold	413	–	–	0.01%	102
2020 Q1	$20K	Hold	413	–	–	0.01%	103
2019 Q4	$29K	Hold	413	–	–	0.02%	97
2019 Q3	$31K	Hold	413	–	–	0.02%	86
2019 Q2	$28K	Hold	413	–	–	0.02%	96
2019 Q1	$29K	Hold	413	–	–	0.02%	89
2018 Q4	$25K	Hold	413	–	–	0.02%	96
2018 Q3	$23K	Hold	413	–	–	0.01%	107
2018 Q2	$22K	Hold	413	–	–	0.01%	106
2018 Q1	$21K	Hold	413	–	–	0.01%	111
2017 Q4	$23K	Hold	413	–	–	0.01%	107
2017 Q3	$23K	Sell	413 -57	-12%	-$3.17K	0.01%	106
2017 Q2	$25K	Hold	470	–	–	0.02%	86
2017 Q1	$27K	Hold	470	–	–	0.02%	81
2016 Q4	$26K	Hold	470	–	–	0.02%	83
2016 Q3	$30K	Hold	470	–	–	0.02%	80
2016 Q2	$32K	Hold	470	–	–	0.02%	69
2016 Q1	$28K	Hold	470	–	–	0.02%	73
2015 Q4	$23K	Hold	470	–	–	0.02%	79
2015 Q3	$22K	Hold	470	–	–	0.02%	83
2015 Q2	$20K	Hold	470	–	–	0.01%	102
2015 Q1	$23K	Hold	470	–	–	0.02%	95
2014 Q4	$22K	Buy	+470	New	+$22K	0.02%	98