Number of Shares
26,859.00
Current Holdings Value*
$1.27 Mil
% of Portfolio
3.28%
Total Estimate Gain
$505,393.88
% of Total Estimate Gain
43.82%

Aris Wealth Services, Inc.'s Realty Income Corp Holding Summary

As of 2015-09-30, Aris Wealth Services, Inc. held 26,859.00 shares of Realty Income Corp(O), totaling $1.27 Mil. This investment constitutes 3.28% of their stock portfolio, and Aris Wealth Services, Inc. now holds 0% of the outstanding Realty Income Corp(O) stock.

The initial trade took place in 2013Q4. And since then Aris Wealth Services, Inc. has made 4 purchases of O, at an average price of $40.39, for a total of 28,554.00 shares. In addition, there have been 3 sales at an average price of $48.44 for 1,695.00 shares. Based on historical transaction data and O's current price of $58.70, Aris Wealth Services, Inc.'s estimated gain on his O holdings is $505,393.88, reflecting a 43.82% gain to date.

Aris Wealth Services, Inc. O ($58.70) Holding Chart

Aris Wealth Services, Inc. O ($58.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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