Selective Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-150
| Closed | -$9K | – | 528 |
|
|
2022
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 562 |
|
|
2022
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 535 |
|
|
2021
Q4 | $11K | Sell |
150
-5
| -3% | -$367 | ﹤0.01% | 477 |
|
|
2021
Q3 | $10K | Hold |
155
| – | – | 0.01% | 435 |
|
|
2021
Q2 | $10K | Hold |
155
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $10K | Hold |
155
| – | – | 0.01% | 254 |
|
|
2020
Q4 | $9K | Buy |
+155
| New | +$9K | 0.01% | 254 |
|