WFG Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $665K | Sell |
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|
2017
Q1 | $838K | Sell |
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|
2016
Q4 | $886K | Sell |
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|
2016
Q3 | $1.99M | Buy |
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|
2016
Q2 | $1.8M | Buy |
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|
2016
Q1 | $1.5M | Buy |
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|
2015
Q4 | $864K | Buy |
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|
2015
Q3 | $679K | Buy |
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|
2015
Q2 | $598K | Buy |
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|
2015
Q1 | $669K | Sell |
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|
2014
Q4 | $680K | Buy |
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|
2014
Q3 | $578K | Buy |
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|
2014
Q2 | $551K | Buy |
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|
2014
Q1 | $415K | Sell |
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|
2013
Q4 | $396K | Buy |
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|
2013
Q3 | $401K | Sell |
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|
2013
Q2 | $474K | Buy |
|