Squar Milner Financial Services’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 | – | Sell |
-2,826
| Closed | -$136K | – | 555 |
|
|
2020
Q1 | $136K | Buy |
2,826
+141
| +5% | +$6.79K | 0.08% | 211 |
|
|
2019
Q4 | $191K | Buy |
+2,685
| New | +$191K | 0.1% | 207 |
|
|
2019
Q3 | – | Sell |
-2,623
| Closed | -$175K | – | 550 |
|
|
2019
Q2 | $175K | Hold |
2,623
| – | – | 0.12% | 180 |
|
|
2019
Q1 | $186K | Buy |
2,623
+2,180
| +492% | +$155K | 0.14% | 173 |
|
|
2018
Q4 | $27K | Hold |
443
| – | – | 0.03% | 361 |
|
|
2018
Q3 | $24K | Buy |
443
+155
| +54% | +$8.4K | 0.02% | 391 |
|
|
2018
Q2 | $15K | Buy |
+288
| New | +$15K | 0.01% | 523 |
|