Zevin Asset Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $246K | Sell |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $263K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $311K | Hold |
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|
2019
Q3 | $324K | Hold |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $316K | Hold |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $302K | Hold |
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|
2018
Q2 | $285K | Sell |
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|
2018
Q1 | $812K | Buy |
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|
2017
Q4 | $555K | Sell |
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|
2017
Q3 | $573K | Buy |
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