Beacon Financial Advisory’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,923
| Closed | -$235K | – | 231 |
|
|
2023
Q2 | $235K | Sell |
3,923
-124
| -3% | -$7.41K | 0.13% | 191 |
|
|
2023
Q1 | $256K | Sell |
4,047
-74
| -2% | -$4.69K | 0.16% | 167 |
|
|
2022
Q4 | $261K | Buy |
4,121
+1
| +0% | +$63 | 0.19% | 153 |
|
|
2022
Q3 | $240K | Sell |
4,120
-16
| -0.4% | -$932 | 0.17% | 160 |
|
|
2022
Q2 | $282K | Sell |
4,136
-303
| -7% | -$20.7K | 0.16% | 165 |
|
|
2022
Q1 | $308K | Sell |
4,439
-151
| -3% | -$10.5K | 0.15% | 170 |
|
|
2021
Q4 | $329K | Buy |
+4,590
| New | +$329K | 0.15% | 167 |
|