RWA
O icon

RGT Wealth Advisors’s Realty Income O Stock Holding History

RGT Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,715
Closed -$265K – 37
2019
Q4 		$265K Hold
3,715
– – 0.8% 27
2019
Q3 		$276K Hold
3,715
– – 0.8% 30
2019
Q2 		$248K Buy
+3,715
New +$248K 0.78% 27