Stanford Investment Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-464
| Closed | -$26K | – | 194 |
|
|
2016
Q4 | $26K | Hold |
464
| – | – | 0.01% | 218 |
|
|
2016
Q3 | $30K | Hold |
464
| – | – | 0.01% | 211 |
|
|
2016
Q2 | $31K | Hold |
464
| – | – | 0.02% | 198 |
|
|
2016
Q1 | $28K | Sell |
464
-362
| -44% | -$21.8K | 0.02% | 202 |
|
|
2015
Q4 | $41K | Hold |
826
| – | – | 0.02% | 140 |
|
|
2015
Q3 | $38K | Hold |
826
| – | – | 0.03% | 141 |
|
|
2015
Q2 | $36K | Hold |
826
| – | – | 0.03% | 161 |
|
|
2015
Q1 | $41K | Hold |
826
| – | – | 0.03% | 151 |
|
|
2014
Q4 | $38K | Buy |
+826
| New | +$38K | 0.03% | 160 |
|