Lucia Wealth Services’s Realty Income O Stock Holding History

Lucia Wealth Services’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$98K	Buy
2020 Q2	$64K	Hold
2020 Q1	$53K	Hold
2019 Q4	$79K	Hold
2019 Q3	$82K	Buy
2018 Q4	–	Sell
2018 Q3	$29K	Buy
2018 Q2	–	Sell
2018 Q1	$29K	Buy