AOWM
Alpha Omega Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.99M | Sell |
86,552
-137
| -0.2% | -$7.89K | 0.89% | 32 |
|
|
2025
Q1 | $5.03M | Sell |
86,689
-3,635
| -4% | -$211K | 0.96% | 27 |
|
|
2024
Q4 | $4.82M | Sell |
90,324
-1,432
| -2% | -$76.5K | 0.91% | 31 |
|
|
2024
Q3 | $5.82M | Sell |
91,756
-2,413
| -3% | -$153K | 1.07% | 22 |
|
|
2024
Q2 | $4.97M | Buy |
94,169
+712
| +0.8% | +$37.6K | 0.95% | 26 |
|
|
2024
Q1 | $5.06M | Buy |
+93,457
| New | +$5.06M | 0.94% | 29 |
|