Willingdon Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 491 |
|
|
2019
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 450 |
|
|
2016
Q4 | – | Sell |
-21,160
| Closed | -$1.37M | – | 120 |
|
|
2016
Q3 | $1.37M | Sell |
21,160
-3,932
| -16% | -$255K | 0.69% | 67 |
|
|
2016
Q2 | $1.69M | Sell |
25,092
-1,551
| -6% | -$104K | 0.87% | 53 |
|
|
2016
Q1 | $1.61M | Buy |
+26,643
| New | +$1.61M | 0.99% | 46 |
|