PFG Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-51
| Closed | -$3K | – | 359 |
|
|
2022
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 271 |
|
|
2022
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 267 |
|
|
2022
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 241 |
|
|
2021
Q4 | $4K | Sell |
51
-2
| -4% | -$157 | ﹤0.01% | 246 |
|
|
2021
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 257 |
|