Psagot Value Holdings’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-66
| Closed | -$4K | – | 397 |
|
|
2023
Q4 | $4K | Buy |
66
+60
| +1,000% | +$3.64K | ﹤0.01% | 432 |
|
|
2023
Q3 | $0 | Sell |
6
-4
| -40% | – | ﹤0.01% | 581 |
|
|
2023
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 514 |
|
|
2014
Q2 | – | Sell |
-7,565
| Closed | -$300K | – | 438 |
|
|
2014
Q1 | $300K | Sell |
7,565
-2,252
| -23% | -$89.3K | 0.01% | 226 |
|
|
2013
Q4 | $355K | Sell |
9,817
-4,973
| -34% | -$180K | 0.01% | 225 |
|
|
2013
Q3 | $570K | Buy |
+14,790
| New | +$570K | 0.02% | 198 |
|