Axxcess Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
3,652
-99
| -3% | -$5.7K | ﹤0.01% | 834 |
|
|
2025
Q1 | $218K | Sell |
3,751
-283
| -7% | -$16.4K | 0.01% | 787 |
|
|
2024
Q4 | $215K | Sell |
4,034
-291
| -7% | -$15.5K | 0.01% | 794 |
|
|
2024
Q3 | $274K | Sell |
4,325
-41
| -0.9% | -$2.6K | 0.01% | 717 |
|
|
2024
Q2 | $231K | Buy |
+4,366
| New | +$231K | 0.01% | 739 |
|
|
2023
Q2 | – | Sell |
-3,824
| Closed | -$242K | – | 656 |
|
|
2023
Q1 | $242K | Buy |
3,824
+545
| +17% | +$34.5K | 0.02% | 536 |
|
|
2022
Q4 | $208K | Buy |
+3,279
| New | +$208K | 0.02% | 555 |
|