New England Private Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,154
| Closed | -$383K | – | 138 |
|
|
2019
Q3 | $383K | Buy |
5,154
+2
| +0% | +$149 | 0.09% | 102 |
|
|
2019
Q2 | $344K | Buy |
5,152
+1,550
| +43% | +$103K | 0.08% | 111 |
|
|
2019
Q1 | $257K | Buy |
3,602
+3
| +0.1% | +$214 | 0.07% | 126 |
|
|
2018
Q4 | $220K | Buy |
+3,599
| New | +$220K | 0.06% | 126 |
|
|
2017
Q2 | – | Sell |
-3,581
| Closed | -$207K | – | 143 |
|
|
2017
Q1 | $207K | Buy |
+3,581
| New | +$207K | 0.07% | 125 |
|