Accurate 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
Q3 | – | Sell |
-9,360
| Closed | -$569K | – | 290 |
|
|
2023
Q2 | $569K | Sell |
9,360
-19,112
| -67% | -$1.16M | 0.18% | 122 |
|
|
2023
Q1 | $1.78M | Buy |
28,472
+3,753
| +15% | +$235K | 0.61% | 37 |
|
|
2022
Q4 | $1.59M | Sell |
24,719
-21,390
| -46% | -$1.37M | 0.58% | 38 |
|
|
2022
Q3 | $2.65M | Buy |
+46,109
| New | +$2.65M | 1.1% | 26 |
|