Sargent Bickham Lagudis’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Hold |
0
| – | – | – | 803 |
|
|
2020
Q1 | – | Sell |
-298
| Closed | -$21K | – | 872 |
|
|
2019
Q4 | $21K | Buy |
+298
| New | +$21K | ﹤0.01% | 516 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 778 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 786 |
|
|
2017
Q3 | – | Sell |
-826
| Closed | -$44K | – | 832 |
|
|
2017
Q2 | $44K | Buy |
+826
| New | +$44K | 0.01% | 378 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 771 |
|