AAFMAA Wealth Management & Trust’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,481
| Closed | -$1.21M | – | 67 |
|
|
2022
Q1 | $1.21M | Hold |
17,481
| – | – | 0.56% | 44 |
|
|
2021
Q4 | $1.25M | Sell |
17,481
-559
| -3% | -$40K | 0.55% | 41 |
|
|
2021
Q3 | $1.13M | Hold |
18,040
| – | – | 0.54% | 45 |
|
|
2021
Q2 | $1.17M | Buy |
18,040
+4,542
| +34% | +$294K | 0.54% | 45 |
|
|
2021
Q1 | $830K | Buy |
+13,498
| New | +$830K | 0.4% | 46 |
|