MinichMacGregor Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-64
| Closed | -$4.11K | – | 456 |
|
|
2022
Q4 | $4.11K | Buy |
+64
| New | +$4.11K | ﹤0.01% | 500 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$3K | – | 366 |
|
|
2018
Q3 | $3K | Sell |
56
-28
| -33% | -$1.5K | ﹤0.01% | 428 |
|
|
2018
Q2 | $4K | Buy |
84
+1
| +1% | +$48 | ﹤0.01% | 407 |
|
|
2018
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 392 |
|
|
2017
Q4 | $4K | Buy |
83
+1
| +1% | +$48 | ﹤0.01% | 385 |
|
|
2017
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 365 |
|
|
2017
Q2 | $4K | Buy |
82
+5
| +6% | +$244 | ﹤0.01% | 362 |
|
|
2017
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 358 |
|
|
2016
Q4 | $4K | Sell |
77
-1,927
| -96% | -$100K | ﹤0.01% | 351 |
|
|
2016
Q3 | $129K | Buy |
2,004
+1,289
| +180% | +$83K | 0.12% | 50 |
|
|
2016
Q2 | $48K | Hold |
715
| – | – | 0.05% | 108 |
|
|
2016
Q1 | $43K | Buy |
715
+662
| +1,249% | +$39.8K | 0.04% | 115 |
|
|
2015
Q4 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 333 |
|