WealthSource Partners’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,093
| Closed | -$214K | – | 572 |
|
|
2022
Q1 | $214K | Sell |
3,093
-2,150
| -41% | -$149K | 0.01% | 532 |
|
|
2021
Q4 | $375K | Buy |
5,243
+84
| +2% | +$6.01K | 0.03% | 367 |
|
|
2021
Q3 | $324K | Sell |
5,159
-822
| -14% | -$51.6K | 0.03% | 379 |
|
|
2021
Q2 | $387K | Buy |
5,981
+2,302
| +63% | +$149K | 0.03% | 316 |
|
|
2021
Q1 | $226K | Buy |
+3,679
| New | +$226K | 0.02% | 387 |
|