BDO Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16.1K | Buy |
269
+46
| +21% | +$2.75K | ﹤0.01% | 617 |
|
|
2023
Q1 | $14.1K | Hold |
223
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $14.1K | Hold |
223
| – | – | ﹤0.01% | 628 |
|
|
2022
Q3 | $13K | Hold |
223
| – | – | ﹤0.01% | 661 |
|
|
2022
Q2 | $15K | Hold |
223
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $15K | Sell |
223
-22
| -9% | -$1.48K | ﹤0.01% | 653 |
|
|
2021
Q4 | $18K | Buy |
245
+15
| +7% | +$1.1K | ﹤0.01% | 641 |
|
|
2021
Q3 | $14K | Hold |
230
| – | – | ﹤0.01% | 676 |
|
|
2021
Q2 | $15K | Sell |
230
-131
| -36% | -$8.54K | ﹤0.01% | 686 |
|
|
2021
Q1 | $22K | Buy |
+361
| New | +$22K | ﹤0.01% | 604 |
|
|
2019
Q1 | – | Sell |
-310
| Closed | -$19K | – | 644 |
|
|
2018
Q4 | $19K | Hold |
310
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $17K | Buy |
+310
| New | +$17K | 0.01% | 399 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | -$1K | – | 597 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 464 |
|