Mariner Wealth Advisors (Cincinnati)’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $214K | Sell |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q3 | $260K | Sell |
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|
2016
Q2 | $332K | Buy |
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|
2016
Q1 | $204K | Sell |
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|
2015
Q4 | $247K | Buy |
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|
2015
Q1 | $517K | Hold |
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|
2014
Q4 | $478K | Hold |
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|
2014
Q3 | $409K | Sell |
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|
2014
Q2 | $504K | Sell |
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|
2014
Q1 | $485K | Sell |
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|
2013
Q4 | $483K | Sell |
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|
2013
Q3 | $3.32M | Sell |
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|
2013
Q2 | $3.56M | Buy |
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