US 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-347
| Closed | -$17K | – | 568 |
|
|
2015
Q4 | $17K | Buy |
347
+126
| +57% | +$6.17K | 0.02% | 264 |
|
|
2015
Q3 | $10K | Hold |
221
| – | – | 0.02% | 261 |
|
|
2015
Q2 | $9K | Hold |
221
| – | – | 0.01% | 239 |
|
|
2015
Q1 | $11K | Hold |
221
| – | – | 0.01% | 258 |
|
|
2014
Q4 | $10K | Buy |
+221
| New | +$10K | 0.01% | 241 |
|