WFG Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $665K | Sell |
12,429
-2,090
| -14% | -$112K | 0.15% | 161 |
|
|
2017
Q1 | $838K | Sell |
14,519
-1,395
| -9% | -$80.5K | 0.22% | 107 |
|
|
2016
Q4 | $886K | Sell |
15,914
-14,712
| -48% | -$819K | 0.22% | 111 |
|
|
2016
Q3 | $1.99M | Buy |
30,626
+3,857
| +14% | +$250K | 0.49% | 45 |
|
|
2016
Q2 | $1.8M | Buy |
26,769
+2,063
| +8% | +$139K | 0.48% | 45 |
|
|
2016
Q1 | $1.5M | Buy |
24,706
+7,444
| +43% | +$451K | 0.43% | 52 |
|
|
2015
Q4 | $864K | Buy |
17,262
+2,469
| +17% | +$124K | 0.26% | 95 |
|
|
2015
Q3 | $679K | Buy |
14,793
+880
| +6% | +$40.4K | 0.21% | 108 |
|
|
2015
Q2 | $598K | Buy |
13,913
+536
| +4% | +$23K | 0.16% | 136 |
|
|
2015
Q1 | $669K | Sell |
13,377
-1,338
| -9% | -$66.9K | 0.19% | 127 |
|
|
2014
Q4 | $680K | Buy |
14,715
+101
| +0.7% | +$4.67K | 0.14% | 167 |
|
|
2014
Q3 | $578K | Buy |
14,614
+1,809
| +14% | +$71.5K | 0.11% | 223 |
|
|
2014
Q2 | $551K | Buy |
12,805
+2,314
| +22% | +$99.6K | 0.1% | 233 |
|
|
2014
Q1 | $415K | Sell |
10,491
-444
| -4% | -$17.6K | 0.08% | 275 |
|
|
2013
Q4 | $396K | Buy |
10,935
+522
| +5% | +$18.9K | 0.06% | 356 |
|
|
2013
Q3 | $401K | Sell |
10,413
-1,262
| -11% | -$48.6K | 0.06% | 328 |
|
|
2013
Q2 | $474K | Buy |
+11,675
| New | +$474K | 0.08% | 275 |
|