Beacon Bridge Wealth Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,728
| Closed | -$214K | – | 107 |
|
|
2023
Q4 | $214K | Sell |
3,728
-381
| -9% | -$21.9K | 0.11% | 103 |
|
|
2023
Q3 | $205K | Sell |
4,109
-249
| -6% | -$12.4K | 0.11% | 96 |
|
|
2023
Q2 | $261K | Buy |
4,358
+62
| +1% | +$3.71K | 0.13% | 77 |
|
|
2023
Q1 | $272K | Sell |
4,296
-271
| -6% | -$17.2K | 0.16% | 72 |
|
|
2022
Q4 | $290K | Buy |
+4,567
| New | +$290K | 0.21% | 65 |
|