Accredited Investors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,684
| Closed | -$280K | – | 196 |
|
|
2023
Q2 | $280K | Buy |
4,684
+38
| +0.8% | +$2.27K | 0.02% | 158 |
|
|
2023
Q1 | $294K | Buy |
4,646
+35
| +0.8% | +$2.22K | 0.02% | 150 |
|
|
2022
Q4 | $292K | Sell |
4,611
-391
| -8% | -$24.8K | 0.02% | 144 |
|
|
2022
Q3 | $291K | Buy |
5,002
+558
| +13% | +$32.5K | 0.03% | 134 |
|
|
2022
Q2 | $303K | Buy |
4,444
+22
| +0.5% | +$1.5K | 0.04% | 138 |
|
|
2022
Q1 | $306K | Buy |
4,422
+42
| +1% | +$2.91K | 0.03% | 146 |
|
|
2021
Q4 | $314K | Sell |
4,380
-109
| -2% | -$7.81K | 0.03% | 143 |
|
|
2021
Q3 | $282K | Buy |
4,489
+29
| +0.7% | +$1.82K | 0.03% | 140 |
|
|
2021
Q2 | $288K | Sell |
4,460
-8
| -0.2% | -$517 | 0.03% | 138 |
|
|
2021
Q1 | $275K | Buy |
4,468
+586
| +15% | +$36.1K | 0.04% | 134 |
|
|
2020
Q4 | $234K | Buy |
3,882
+25
| +0.6% | +$1.51K | 0.04% | 134 |
|
|
2020
Q3 | $227K | Buy |
3,857
+19
| +0.5% | +$1.12K | 0.05% | 122 |
|
|
2020
Q2 | $221K | Buy |
+3,838
| New | +$221K | 0.05% | 117 |
|
|
2020
Q1 | – | Sell |
-3,788
| Closed | -$270K | – | 143 |
|
|
2019
Q4 | $270K | Buy |
3,788
+19
| +0.5% | +$1.35K | 0.05% | 119 |
|
|
2019
Q3 | $280K | Buy |
3,769
+21
| +0.6% | +$1.56K | 0.05% | 114 |
|
|
2019
Q2 | $250K | Buy |
3,748
+20
| +0.5% | +$1.33K | 0.05% | 116 |
|
|
2019
Q1 | $266K | Buy |
3,728
+22
| +0.6% | +$1.57K | 0.05% | 113 |
|
|
2018
Q4 | $226K | Buy |
3,706
+23
| +0.6% | +$1.4K | 0.05% | 111 |
|
|
2018
Q3 | $203K | Sell |
3,683
-688
| -16% | -$37.9K | 0.05% | 123 |
|
|
2018
Q2 | $228K | Buy |
+4,371
| New | +$228K | 0.06% | 102 |
|