ParenteBeard Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $16.1K | Sell |
791
-16,316
| -95% | -$331K | 0.19% | 44 |
|
|
2014
Q3 | $676K | Sell |
17,107
-1,696
| -9% | -$67K | 0.28% | 48 |
|
|
2014
Q2 | $809K | Sell |
18,803
-1,107
| -6% | -$47.6K | 0.36% | 37 |
|
|
2014
Q1 | $788K | Sell |
19,910
-10,906
| -35% | -$432K | 0.39% | 38 |
|
|
2013
Q4 | $1.12M | Sell |
30,816
-8,390
| -21% | -$304K | 0.44% | 56 |
|
|
2013
Q3 | $1.51M | Sell |
39,206
-9,309
| -19% | -$359K | 0.74% | 31 |
|
|
2013
Q2 | $1.97M | Buy |
+48,515
| New | +$1.97M | 0.89% | 23 |
|