Shepherd Financial Partners’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-13,836
Closed -$802K 112
2017
Q1
$802K Buy
13,836
+110
+0.8% +$6.38K 0.21% 65
2016
Q4
$765K Buy
+13,726
New +$765K 0.22% 67