Polaris Wealth Advisory Group’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-526
| Closed | -$29K | – | 346 |
|
|
2018
Q3 | $29K | Buy |
526
+320
| +155% | +$17.6K | ﹤0.01% | 297 |
|
|
2018
Q2 | $10K | Sell |
206
-320
| -61% | -$15.5K | ﹤0.01% | 204 |
|
|
2018
Q1 | $26K | Buy |
+526
| New | +$26K | ﹤0.01% | 276 |
|
|
2016
Q1 | – | Sell |
-9,224
| Closed | -$461K | – | 134 |
|
|
2015
Q4 | $461K | Buy |
+9,224
| New | +$461K | 0.07% | 85 |
|