Mariner Independent Advisor Network’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.72M | Buy |
29,614
+3,220
| +12% | +$187K | 0.07% | 273 |
|
|
2022
Q2 | $1.81M | Sell |
26,394
-4,044
| -13% | -$277K | 0.08% | 269 |
|
|
2022
Q1 | $2.11M | Buy |
30,438
+9,637
| +46% | +$669K | 0.08% | 247 |
|
|
2021
Q4 | $1.48M | Buy |
20,801
+1,226
| +6% | +$87.5K | 0.07% | 277 |
|
|
2021
Q3 | $1.23M | Buy |
19,575
+2,140
| +12% | +$134K | 0.06% | 298 |
|
|
2021
Q2 | $1.13M | Buy |
17,435
+1,237
| +8% | +$80K | 0.05% | 326 |
|
|
2021
Q1 | $997K | Buy |
16,198
+2,912
| +22% | +$179K | 0.05% | 299 |
|
|
2020
Q4 | $800K | Buy |
13,286
+1,738
| +15% | +$105K | 0.04% | 313 |
|
|
2020
Q3 | $680K | Sell |
11,548
-1,274
| -10% | -$75K | 0.06% | 247 |
|
|
2020
Q2 | $759K | Buy |
12,822
+1,386
| +12% | +$82K | 0.07% | 232 |
|
|
2020
Q1 | $515K | Buy |
11,436
+804
| +8% | +$36.2K | 0.05% | 281 |
|
|
2019
Q4 | $758K | Buy |
+10,632
| New | +$758K | 0.05% | 274 |
|
|
2019
Q2 | – | Sell |
-33,662
| Closed | -$2.36M | – | 380 |
|
|
2019
Q1 | $2.36M | Sell |
33,662
-852
| -2% | -$59.7K | 0.2% | 122 |
|
|
2018
Q4 | $2.14M | Sell |
34,514
-523
| -1% | -$32.5K | 0.19% | 126 |
|
|
2018
Q3 | $1.92M | Buy |
+35,037
| New | +$1.92M | 0.24% | 91 |
|