Avion Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30K | Buy |
526
+309
| +142% | +$17.6K | 0.01% | 260 |
|
|
2025
Q1 | $11K | Hold |
217
| – | – | ﹤0.01% | 381 |
|
|
2024
Q4 | $11K | Buy |
217
+116
| +115% | +$5.88K | ﹤0.01% | 381 |
|
|
2024
Q3 | $6K | Sell |
101
-60
| -37% | -$3.56K | ﹤0.01% | 496 |
|
|
2024
Q2 | $8K | Buy |
161
+29
| +22% | +$1.44K | ﹤0.01% | 376 |
|
|
2024
Q1 | $8K | Buy |
132
+21
| +19% | +$1.27K | ﹤0.01% | 358 |
|
|
2023
Q4 | $6K | Buy |
111
+3
| +3% | +$162 | ﹤0.01% | 376 |
|
|
2023
Q3 | $4K | Buy |
108
+20
| +23% | +$741 | ﹤0.01% | 394 |
|
|
2023
Q2 | $5K | Buy |
88
+5
| +6% | +$284 | ﹤0.01% | 359 |
|
|
2023
Q1 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 321 |
|
|
2021
Q1 | – | Sell |
-103
| Closed | -$6K | – | 374 |
|
|
2020
Q4 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 264 |
|