Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $898K | Buy |
13,152
+3,523
| +37% | +$241K | 0.06% | 172 |
|
|
2022
Q1 | $667K | Buy |
9,629
+2,857
| +42% | +$198K | 0.04% | 214 |
|
|
2021
Q4 | $485K | Buy |
6,772
+519
| +8% | +$37.2K | 0.03% | 258 |
|
|
2021
Q3 | $393K | Buy |
6,253
+1,273
| +26% | +$80K | 0.03% | 270 |
|
|
2021
Q2 | $322K | Buy |
4,980
+1,602
| +47% | +$104K | 0.02% | 303 |
|
|
2021
Q1 | $208K | Buy |
+3,378
| New | +$208K | 0.02% | 356 |
|