Wealthfront’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.49M | Buy |
26,958
+416
| +2% | +$22.9K | 0.01% | 184 |
|
|
2018
Q2 | $1.38M | Sell |
26,542
-5,522
| -17% | -$288K | 0.01% | 179 |
|
|
2018
Q1 | $1.61M | Buy |
32,064
+7,103
| +28% | +$356K | 0.02% | 163 |
|
|
2017
Q4 | $1.38M | Buy |
24,961
+13,316
| +114% | +$736K | 0.02% | 172 |
|
|
2017
Q3 | $645K | Buy |
11,645
+5,154
| +79% | +$285K | 0.01% | 278 |
|
|
2017
Q2 | $347K | Buy |
6,491
+964
| +17% | +$51.5K | 0.01% | 355 |
|
|
2017
Q1 | $319K | Buy |
5,527
+726
| +15% | +$41.9K | 0.01% | 325 |
|
|
2016
Q4 | $267K | Buy |
4,801
+60
| +1% | +$3.34K | 0.01% | 317 |
|
|
2016
Q3 | $307K | Buy |
4,741
+309
| +7% | +$20K | 0.01% | 268 |
|
|
2016
Q2 | $298K | Buy |
4,432
+549
| +14% | +$36.9K | 0.01% | 257 |
|
|
2016
Q1 | $235K | Buy |
+3,883
| New | +$235K | 0.01% | 286 |
|
|
2015
Q4 | – | Sell |
-2,734
| Closed | -$126K | – | 802 |
|
|
2015
Q3 | $126K | Buy |
2,734
+1,552
| +131% | +$71.5K | 0.01% | 363 |
|
|
2015
Q2 | $51K | Buy |
1,182
+788
| +200% | +$34K | ﹤0.01% | 510 |
|
|
2015
Q1 | $20K | Buy |
394
+387
| +5,529% | +$19.6K | ﹤0.01% | 556 |
|
|
2014
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 884 |
|