AWM
Activest Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.9K | Sell |
918
-87
| -9% | -$5.01K | 0.01% | 201 |
|
|
2025
Q1 | $58.3K | Buy |
1,005
+223
| +29% | +$12.9K | 0.02% | 184 |
|
|
2024
Q4 | $41.8K | Hold |
782
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $49.6K | Hold |
782
| – | – | 0.02% | 178 |
|
|
2024
Q2 | $41.3K | Hold |
782
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $42.3K | Hold |
782
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $44.9K | Hold |
782
| – | – | 0.02% | 104 |
|
|
2023
Q3 | $39.1K | Hold |
782
| – | – | 0.02% | 107 |
|
|
2023
Q2 | $48.8K | Hold |
782
| – | – | 0.03% | 71 |
|
|
2023
Q1 | $49.5K | Buy |
+782
| New | +$49.5K | 0.03% | 86 |
|
|
2022
Q3 | – | Sell |
-782
| Closed | -$53K | – | 569 |
|
|
2022
Q2 | $53K | Hold |
782
| – | – | 0.04% | 93 |
|
|
2022
Q1 | $54K | Hold |
782
| – | – | 0.03% | 94 |
|
|
2021
Q4 | $56K | Hold |
782
| – | – | 0.03% | 104 |
|
|
2021
Q3 | $51K | Hold |
782
| – | – | 0.03% | 117 |
|
|
2021
Q2 | $52K | Hold |
782
| – | – | 0.04% | 99 |
|
|
2021
Q1 | $50K | Buy |
+782
| New | +$50K | 0.04% | 99 |
|