Aevitas Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.67M | Buy |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $928K | Buy |
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|
2021
Q2 | $952K | Buy |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $880K | Buy |
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|
2020
Q3 | $856K | Sell |
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|
2020
Q2 | $883K | Sell |
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|
2020
Q1 | $741K | Sell |
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|
2019
Q4 | $1.35M | Buy |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.32M | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.21M | Buy |
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|
2018
Q3 | $1.09M | Sell |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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