PRWA
Platte River Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43,924
| Closed | -$2.78M | – | 100 |
|
|
2023
Q1 | $2.78M | Buy |
43,924
+1,729
| +4% | +$109K | 1.07% | 26 |
|
|
2022
Q4 | $2.68M | Sell |
42,195
-895
| -2% | -$56.8K | 1.13% | 23 |
|
|
2022
Q3 | $2.51M | Sell |
43,090
-1,778
| -4% | -$103K | 1.12% | 23 |
|
|
2022
Q2 | $3.06M | Sell |
44,868
-681
| -1% | -$46.5K | 1.33% | 20 |
|
|
2022
Q1 | $3.16M | Buy |
45,549
+3,871
| +9% | +$268K | 1.15% | 20 |
|
|
2021
Q4 | $2.97M | Buy |
41,678
+17,670
| +74% | +$1.26M | 1.02% | 25 |
|
|
2021
Q3 | $1.56M | Buy |
24,008
+522
| +2% | +$33.9K | 0.58% | 36 |
|
|
2021
Q2 | $1.57M | Buy |
23,486
+1,717
| +8% | +$115K | 0.6% | 35 |
|
|
2021
Q1 | $1.42M | Buy |
+21,769
| New | +$1.42M | 0.59% | 36 |
|