Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-230
| Closed | -$14.6K | – | 634 |
|
|
2023
Q1 | $14.6K | Hold |
230
| – | – | 0.01% | 790 |
|
|
2022
Q4 | $14.6K | Sell |
230
-733
| -76% | -$46.5K | 0.01% | 622 |
|
|
2022
Q3 | $58K | Buy |
963
+5
| +0.5% | +$301 | 0.03% | 337 |
|
|
2022
Q2 | $67K | Buy |
958
+10
| +1% | +$699 | 0.04% | 300 |
|
|
2022
Q1 | $67K | Buy |
948
+8
| +0.9% | +$565 | 0.03% | 311 |
|
|
2021
Q4 | $67K | Buy |
+940
| New | +$67K | 0.03% | 328 |
|