Pinnacle Advisory Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,820
| Closed | -$211K | – | 199 |
|
|
2017
Q4 | $211K | Sell |
3,820
-2,584
| -40% | -$143K | 0.01% | 189 |
|
|
2017
Q3 | $355K | Sell |
6,404
-1,606
| -20% | -$89K | 0.02% | 148 |
|
|
2017
Q2 | $428K | Sell |
8,010
-6,472
| -45% | -$346K | 0.03% | 124 |
|
|
2017
Q1 | $835K | Buy |
+14,482
| New | +$835K | 0.05% | 80 |
|