Mount Lucas Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-28,037
| Closed | -$1.36M | – | 74 |
|
|
2020
Q1 | $1.36M | Buy |
28,037
+7,360
| +36% | +$356K | 0.28% | 38 |
|
|
2019
Q4 | $1.48M | Sell |
20,677
-7,501
| -27% | -$535K | 0.29% | 73 |
|
|
2019
Q3 | $2.09M | Sell |
28,178
-1,967
| -7% | -$146K | 0.38% | 62 |
|
|
2019
Q2 | $2.02M | Sell |
30,145
-330
| -1% | -$22.1K | 0.34% | 79 |
|
|
2019
Q1 | $2.17M | Buy |
+30,475
| New | +$2.17M | 0.36% | 71 |
|