Stonebridge Financial Planning Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$14K | – | 279 |
|
|
2021
Q4 | $14K | Sell |
200
-6
| -3% | -$420 | 0.01% | 323 |
|
|
2021
Q3 | $14K | Hold |
206
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $14K | Hold |
206
| – | – | 0.01% | 334 |
|
|
2021
Q1 | $13K | Hold |
206
| – | – | 0.01% | 340 |
|
|
2020
Q4 | $12K | Hold |
206
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $12K | Hold |
206
| – | – | 0.01% | 304 |
|
|
2020
Q2 | $12K | Hold |
206
| – | – | 0.01% | 296 |
|
|
2020
Q1 | $11K | Buy |
+206
| New | +$11K | 0.01% | 292 |
|