Phoenix Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-980
| Closed | -$62K | – | 283 |
|
|
2021
Q3 | $62K | Sell |
980
-15,970
| -94% | -$1.01M | 0.05% | 179 |
|
|
2021
Q2 | $1.12M | Buy |
16,950
+15,970
| +1,630% | +$1.06M | 0.81% | 35 |
|
|
2021
Q1 | $62K | Sell |
980
-207
| -17% | -$13.1K | 0.05% | 173 |
|
|
2020
Q4 | $71K | Buy |
+1,187
| New | +$71K | 0.05% | 170 |
|