Mosaic Family Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $914K | Buy |
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|
2020
Q4 | $577K | Hold |
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|
2020
Q3 | $564K | Hold |
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|
2020
Q2 | $552K | Buy |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $556K | Hold |
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|
2019
Q3 | $579K | Hold |
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|
2019
Q2 | $521K | Buy |
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|
2019
Q1 | $482K | Hold |
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|
2018
Q4 | $413K | Sell |
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|
2018
Q3 | $428K | Sell |
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|
2018
Q2 | $414K | Hold |
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|
2018
Q1 | $399K | Buy |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $429K | Buy |
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|
2017
Q2 | $400K | Buy |
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|
2017
Q1 | $196K | Buy |
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|
2016
Q4 | $184K | Hold |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q2 | $192K | Buy |
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|
2016
Q1 | $166K | Hold |
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|
2015
Q4 | $137K | Buy |
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