Zeke Capital Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $274K | Buy |
4,316
+751
| +21% | +$47.6K | 0.02% | 358 |
|
|
2022
Q3 | $207K | Sell |
3,565
-31
| -0.9% | -$1.8K | 0.02% | 426 |
|
|
2022
Q2 | $245K | Buy |
+3,596
| New | +$245K | 0.02% | 392 |
|
|
2019
Q4 | – | Sell |
-3,301
| Closed | -$245K | – | 564 |
|
|
2019
Q3 | $245K | Buy |
3,301
+275
| +9% | +$20.4K | 0.02% | 484 |
|
|
2019
Q2 | $202K | Hold |
3,026
| – | – | 0.02% | 544 |
|
|
2019
Q1 | $216K | Buy |
+3,026
| New | +$216K | 0.02% | 533 |
|
|
2018
Q1 | – | Sell |
-14,985
| Closed | -$828K | – | 678 |
|
|
2017
Q4 | $828K | Buy |
14,985
+8,963
| +149% | +$495K | 0.09% | 189 |
|
|
2017
Q3 | $334K | Buy |
+6,022
| New | +$334K | 0.05% | 309 |
|