Atom Investors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-22,921
| Closed | -$1.45M | – | 595 |
|
|
2024
Q3 | $1.45M | Buy |
+22,921
| New | +$1.45M | 0.15% | 196 |
|
|
2024
Q1 | – | Sell |
-7,546
| Closed | -$433K | – | 648 |
|
|
2023
Q4 | $433K | Buy |
+7,546
| New | +$433K | 0.08% | 299 |
|
|
2023
Q2 | – | Sell |
-6,450
| Closed | -$408K | – | 346 |
|
|
2023
Q1 | $408K | Sell |
6,450
-25,121
| -80% | -$1.59M | 0.22% | 118 |
|
|
2022
Q4 | $2M | Buy |
31,571
+26,635
| +540% | +$1.69M | 1% | 22 |
|
|
2022
Q3 | $287K | Buy |
+4,936
| New | +$287K | 0.1% | 191 |
|
|
2021
Q1 | – | Sell |
-6,364
| Closed | -$383K | – | 366 |
|
|
2020
Q4 | $383K | Buy |
+6,364
| New | +$383K | 0.04% | 249 |
|
|
2020
Q2 | – | Sell |
-6,951
| Closed | -$336K | – | 432 |
|
|
2020
Q1 | $336K | Buy |
+6,951
| New | +$336K | 0.03% | 207 |
|
|
2019
Q3 | – | Sell |
-11,140
| Closed | -$745K | – | 375 |
|
|
2019
Q2 | $745K | Sell |
11,140
-3,415
| -23% | -$228K | 0.05% | 274 |
|
|
2019
Q1 | $1.04M | Buy |
+14,555
| New | +$1.04M | 0.09% | 172 |
|