Pin Oak Investment Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-69
| Closed | -$4K | – | 431 |
|
|
2022
Q3 | $4K | Hold |
69
| – | – | 0.01% | 333 |
|
|
2022
Q2 | $5K | Hold |
69
| – | – | 0.01% | 347 |
|
|
2022
Q1 | $5K | Hold |
69
| – | – | 0.01% | 364 |
|
|
2021
Q4 | $5K | Buy |
+69
| New | +$5K | 0.01% | 363 |
|
|
2019
Q3 | – | Sell |
-99
| Closed | -$7K | – | 446 |
|
|
2019
Q2 | $7K | Buy |
+99
| New | +$7K | 0.01% | 387 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$7K | – | 443 |
|
|
2018
Q3 | $7K | Buy |
125
+3
| +2% | +$168 | 0.01% | 339 |
|
|
2018
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 351 |
|
|
2018
Q1 | $6K | Hold |
122
| – | – | ﹤0.01% | 364 |
|
|
2017
Q4 | $7K | Buy |
+122
| New | +$7K | 0.01% | 363 |
|