OAM
Optimal Asset Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,925
| Closed | -$928K | – | 403 |
|
|
2020
Q4 | $928K | Buy |
14,925
+3
| +0% | +$187 | 0.13% | 244 |
|
|
2020
Q3 | $907K | Buy |
14,922
+4,678
| +46% | +$284K | 0.13% | 245 |
|
|
2020
Q2 | $610K | Sell |
10,244
-13,734
| -57% | -$818K | 0.1% | 303 |
|
|
2020
Q1 | $1.2K | Buy |
23,978
+17,255
| +257% | +$861 | 0.11% | 265 |
|
|
2019
Q4 | $495K | Buy |
+6,723
| New | +$495K | 0.08% | 330 |
|