LFASL
Lugano Financial Advisors SA (LFA)’s Realty Income O Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,400
| Closed | -$86K | – | 120 |
|
2020
Q2 | $86K | Hold |
1,400
| – | – | 0.09% | 82 |
|
2020
Q1 | $110K | Hold |
1,400
| – | – | 0.1% | 87 |
|
2019
Q4 | $103K | Buy |
+1,400
| New | +$103K | 0.08% | 94 |
|
2019
Q2 | $97K | Hold |
1,400
| – | – | 0.06% | 92 |
|
2019
Q1 | $102K | Buy |
+1,400
| New | +$102K | 0.06% | 93 |
|