Staton Financial Advisors’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 | $2.27M | Buy |
42,460
+222
| +0.5% | +$11.9K | 1.93% | 27 |
|
|
2017
Q1 | $2.44M | Buy |
42,238
+2,252
| +6% | +$130K | 2.09% | 26 |
|
|
2016
Q4 | $2.23M | Buy |
39,986
+1,269
| +3% | +$70.7K | 2.01% | 26 |
|
|
2016
Q3 | $2.51M | Sell |
38,717
-7,584
| -16% | -$492K | 2.3% | 24 |
|
|
2016
Q2 | $3.11M | Sell |
46,301
-6,162
| -12% | -$414K | 2.85% | 17 |
|
|
2016
Q1 | $3.18M | Sell |
52,463
-7,712
| -13% | -$467K | 3.04% | 13 |
|
|
2015
Q4 | $3.01M | Sell |
60,175
-2,570
| -4% | -$129K | 3.08% | 14 |
|
|
2015
Q3 | $2.88M | Sell |
62,745
-154
| -0.2% | -$7.07K | 3.05% | 14 |
|
|
2015
Q2 | $2.71M | Sell |
62,899
-207
| -0.3% | -$8.91K | 2.57% | 20 |
|
|
2015
Q1 | $3.16M | Buy |
+63,106
| New | +$3.16M | 2.88% | 19 |
|