Avidian Wealth Enterprises’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,487
| Closed | -$545K | – | 452 |
|
|
2023
Q4 | $545K | Buy |
9,487
+2,020
| +27% | +$116K | 0.03% | 245 |
|
|
2023
Q3 | $373K | Buy |
7,467
+3,856
| +107% | +$193K | 0.03% | 294 |
|
|
2023
Q2 | $216K | Sell |
3,611
-5,497
| -60% | -$329K | 0.01% | 388 |
|
|
2023
Q1 | $577K | Sell |
9,108
-432
| -5% | -$27.4K | 0.03% | 269 |
|
|
2022
Q4 | $605K | Buy |
9,540
+1,425
| +18% | +$90.4K | 0.04% | 249 |
|
|
2022
Q3 | $472K | Buy |
8,115
+248
| +3% | +$14.4K | 0.03% | 244 |
|
|
2022
Q2 | $537K | Buy |
7,867
+882
| +13% | +$60.2K | 0.04% | 252 |
|
|
2022
Q1 | $484K | Buy |
6,985
+1,557
| +29% | +$108K | 0.03% | 300 |
|
|
2021
Q4 | $389K | Buy |
5,428
+1,019
| +23% | +$73K | 0.02% | 340 |
|
|
2021
Q3 | $277K | Sell |
4,409
-516
| -10% | -$32.4K | 0.02% | 306 |
|
|
2021
Q2 | $318K | Buy |
+4,925
| New | +$318K | 0.02% | 294 |
|