Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-268
| Closed | -$17K | – | 399 |
|
|
2021
Q2 | $17K | Buy |
+268
| New | +$17K | 0.01% | 390 |
|
|
2019
Q2 | – | Sell |
-722
| Closed | -$51K | – | 335 |
|
|
2019
Q1 | $51K | Buy |
722
+206
| +40% | +$14.6K | 0.03% | 219 |
|
|
2018
Q4 | $32K | Hold |
516
| – | – | 0.02% | 265 |
|
|
2018
Q3 | $28K | Hold |
516
| – | – | 0.02% | 302 |
|
|
2018
Q2 | $28K | Hold |
516
| – | – | 0.02% | 309 |
|
|
2018
Q1 | $26K | Hold |
516
| – | – | 0.02% | 312 |
|
|
2017
Q4 | $28K | Buy |
+516
| New | +$28K | 0.02% | 311 |
|