MSWM
Mader & Shannon Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-49,937
| Closed | -$2.49M | – | 23 |
|
|
2020
Q1 | $2.49M | Sell |
49,937
-2,133
| -4% | -$106K | 2.2% | 12 |
|
|
2019
Q4 | $3.83M | Buy |
52,070
+1,741
| +3% | +$128K | 3.09% | 10 |
|
|
2019
Q3 | $3.86M | Sell |
50,329
-1,416
| -3% | -$109K | 3.06% | 10 |
|
|
2019
Q2 | $3.57M | Buy |
+51,745
| New | +$3.57M | 3.03% | 9 |
|