Advisor Partners II’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 | $682K | Sell |
13,648
-356
| -3% | -$17.8K | 0.03% | 598 |
|
|
2023
Q2 | $837K | Buy |
14,004
+363
| +3% | +$21.7K | 0.04% | 441 |
|
|
2023
Q1 | $864K | Buy |
13,641
+519
| +4% | +$32.9K | 0.05% | 384 |
|
|
2022
Q4 | $832K | Buy |
13,122
+4,093
| +45% | +$260K | 0.05% | 368 |
|
|
2022
Q3 | $525K | Buy |
+9,029
| New | +$525K | 0.04% | 444 |
|