NCA
New Century Advisors’s Realty Income O Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $264K | Sell |
4,540
-4,000
| -47% | -$233K | 0.32% | 36 |
|
2022
Q2 | $583K | Sell |
8,540
-20,580
| -71% | -$1.4M | 0.66% | 30 |
|
2022
Q1 | $2.02M | Buy |
29,120
+5,070
| +21% | +$351K | 1.7% | 17 |
|
2021
Q4 | $1.72M | Buy |
+24,050
| New | +$1.72M | 1.63% | 19 |
|