Proficio Capital Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-239
| Closed | -$16K | – | 1080 |
|
|
2019
Q2 | $16K | Buy |
239
+129
| +117% | +$8.64K | 0.01% | 778 |
|
|
2019
Q1 | $8K | Buy |
110
+34
| +45% | +$2.47K | ﹤0.01% | 956 |
|
|
2018
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 870 |
|
|
2018
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 999 |
|
|
2018
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 1029 |
|
|
2018
Q1 | $4K | Sell |
76
-105
| -58% | -$5.53K | ﹤0.01% | 1036 |
|
|
2017
Q4 | $10K | Sell |
181
-80
| -31% | -$4.42K | ﹤0.01% | 810 |
|
|
2017
Q3 | $14K | Buy |
261
+7
| +3% | +$375 | 0.01% | 695 |
|
|
2017
Q2 | $14K | Buy |
254
+78
| +44% | +$4.3K | 0.01% | 714 |
|
|
2017
Q1 | $9K | Buy |
176
+100
| +132% | +$5.11K | ﹤0.01% | 849 |
|
|
2016
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 794 |
|
|
2016
Q3 | $5K | Hold |
76
| – | – | ﹤0.01% | 717 |
|
|
2016
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 696 |
|
|
2016
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 526 |
|
|
2015
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 484 |
|