Northstar Wealth Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $369K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q2 | $336K | Buy |
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|
2019
Q1 | $356K | Buy |
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|
2018
Q4 | $291K | Hold |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $248K | Hold |
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|
2018
Q1 | $239K | Sell |
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|
2017
Q4 | $435K | Buy |
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|
2017
Q3 | $435K | Sell |
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|
2017
Q2 | $646K | Sell |
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|
2017
Q1 | $753K | Buy |
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