Aviso 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,118
| Closed | -$261K | – | 150 |
|
|
2024
Q3 | $261K | Sell |
4,118
-3,172
| -44% | -$201K | 0.14% | 127 |
|
|
2024
Q2 | $385K | Buy |
7,290
+133
| +2% | +$7.03K | 0.23% | 94 |
|
|
2024
Q1 | $387K | Buy |
7,157
+566
| +9% | +$30.6K | 0.24% | 98 |
|
|
2023
Q4 | $378K | Buy |
+6,591
| New | +$378K | 0.27% | 90 |
|