Baystate 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
2023
Q4
$28.3K Buy
493
+190
+63% +$10.9K ﹤0.01% 490
2023
Q3
$15.2K Buy
303
+3
+1% +$150 ﹤0.01% 510
2023
Q2
$18K Sell
300
-40
-12% -$2.4K ﹤0.01% 476
2023
Q1
$21.5K Buy
340
+6
+2% +$380 ﹤0.01% 453
2022
Q4
$21K Buy
334
+3
+0.9% +$189 ﹤0.01% 455
2022
Q3
$19K Sell
331
-1,540
-82% -$88.4K ﹤0.01% 437
2022
Q2
$128K Buy
1,871
+1,692
+945% +$116K 0.01% 211
2022
Q1
$12K Buy
179
+2
+1% +$134 ﹤0.01% 548
2021
Q4
$13K Buy
+177
New +$13K ﹤0.01% 530
2020
Q4
Sell
-212
Closed -$12K 737
2020
Q3
$12K Buy
212
+3
+1% +$170 ﹤0.01% 380
2020
Q2
$12K Buy
209
+1
+0.5% +$57 ﹤0.01% 367
2020
Q1
$10K Buy
208
+103
+98% +$4.95K ﹤0.01% 366
2019
Q4
$7K Hold
105
﹤0.01% 425
2019
Q3
$8K Buy
105
+1
+1% +$76 ﹤0.01% 381
2019
Q2
$7K Hold
104
﹤0.01% 395
2019
Q1
$7K Hold
104
﹤0.01% 413
2018
Q4
$7K Hold
104
﹤0.01% 411
2018
Q3
$6K Hold
104
﹤0.01% 426
2018
Q2
$6K Sell
104
-13
-11% -$750 ﹤0.01% 430
2018
Q1
$6K Sell
117
-1,358
-92% -$69.6K ﹤0.01% 406
2017
Q4
$77K Hold
1,475
0.01% 158
2017
Q3
$81K Buy
1,475
+333
+29% +$18.3K 0.01% 141
2017
Q2
$63K Hold
1,142
0.01% 160
2017
Q1
$68K Buy
1,142
+626
+121% +$37.3K 0.01% 155
2016
Q4
$29K Buy
+516
New +$29K 0.01% 197