Lumature Wealth Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $234K | Sell |
3,917
-9
| -0.2% | -$538 | 0.14% | 143 |
|
|
2023
Q1 | $249K | Buy |
3,926
+158
| +4% | +$10K | 0.14% | 133 |
|
|
2022
Q4 | $239K | Sell |
3,768
-90
| -2% | -$5.71K | 0.13% | 129 |
|
|
2022
Q3 | $225K | Buy |
3,858
+108
| +3% | +$6.3K | 0.12% | 135 |
|
|
2022
Q2 | $256K | Buy |
3,750
+151
| +4% | +$10.3K | 0.11% | 132 |
|
|
2022
Q1 | $249K | Buy |
3,599
+3,399
| +1,700% | +$235K | 0.1% | 141 |
|
|
2021
Q4 | $14K | Sell |
200
-57
| -22% | -$3.99K | 0.01% | 315 |
|
|
2021
Q3 | $16K | Buy |
257
+128
| +99% | +$7.97K | 0.01% | 313 |
|
|
2021
Q2 | $8K | Buy |
129
+71
| +122% | +$4.4K | ﹤0.01% | 305 |
|
|
2021
Q1 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 327 |
|