Barber Financial Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $527K | Sell |
8,320
-390
| -4% | -$24.7K | 0.09% | 75 |
|
|
2022
Q4 | $552K | Sell |
8,710
-355
| -4% | -$22.5K | 0.15% | 64 |
|
|
2022
Q3 | $528K | Sell |
9,065
-1,725
| -16% | -$100K | 0.15% | 64 |
|
|
2022
Q2 | $737K | Buy |
10,790
+22
| +0.2% | +$1.5K | 0.12% | 52 |
|
|
2022
Q1 | $746K | Buy |
10,768
+664
| +7% | +$46K | 0.1% | 60 |
|
|
2021
Q4 | $723K | Buy |
+10,104
| New | +$723K | 0.09% | 73 |
|