TrueWealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$205K | – | 174 |
|
|
2022
Q2 | $205K | Hold |
3,000
| – | – | 0.1% | 165 |
|
|
2022
Q1 | $215K | Hold |
3,000
| – | – | 0.1% | 166 |
|
|
2021
Q4 | $215K | Buy |
+3,000
| New | +$215K | 0.1% | 166 |
|
|
2021
Q3 | – | Sell |
-3,096
| Closed | -$200K | – | 145 |
|
|
2021
Q2 | $200K | Hold |
3,096
| – | – | 0.12% | 130 |
|
|
2021
Q1 | $206K | Buy |
+3,096
| New | +$206K | 0.13% | 119 |
|