Marietta Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-31,813
Closed -$1.92M 116
2020
Q4
$1.92M Buy
31,813
+2,584
+9% +$156K 0.53% 70
2020
Q3
$1.72M Buy
29,229
+23,364
+398% +$1.38M 0.54% 71
2020
Q2
$338K Buy
+5,865
New +$338K 0.12% 98