Lucia Wealth Services’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 | $98K | Buy |
1,657
+553
| +50% | +$32.7K | 0.02% | 147 |
|
|
2020
Q2 | $64K | Hold |
1,104
| – | – | 0.02% | 150 |
|
|
2020
Q1 | $53K | Hold |
1,104
| – | – | 0.02% | 163 |
|
|
2019
Q4 | $79K | Hold |
1,104
| – | – | 0.02% | 142 |
|
|
2019
Q3 | $82K | Buy |
+1,104
| New | +$82K | 0.03% | 123 |
|
|
2018
Q4 | – | Sell |
-518
| Closed | -$29K | – | 201 |
|
|
2018
Q3 | $29K | Buy |
+518
| New | +$29K | 0.01% | 196 |
|
|
2018
Q2 | – | Sell |
-580
| Closed | -$29K | – | 222 |
|
|
2018
Q1 | $29K | Buy |
+580
| New | +$29K | 0.01% | 162 |
|