Wealthcare Capital Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-45
| Closed | -$3K | – | 481 |
|
|
2021
Q1 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-2,090
| Closed | -$101K | – | 185 |
|
|
2020
Q1 | $101K | Sell |
2,090
-33
| -2% | -$1.6K | 0.01% | 70 |
|
|
2019
Q4 | $151K | Buy |
2,123
+33
| +2% | +$2.35K | 0.02% | 68 |
|
|
2019
Q3 | $155K | Hold |
2,090
| – | – | 0.02% | 63 |
|
|
2019
Q2 | $140K | Buy |
+2,090
| New | +$140K | 0.02% | 63 |
|
|
2015
Q2 | – | Sell |
-112
| Closed | -$6K | – | 723 |
|
|
2015
Q1 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 597 |
|