Beacon Investment Advisory Services’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 |
-4,209
| Closed | -$252K | – | 280 |
|
|
2023
Q2 | $252K | Hold |
4,209
| – | – | 0.01% | 251 |
|
|
2023
Q1 | $266K | Sell |
4,209
-975
| -19% | -$61.7K | 0.01% | 240 |
|
|
2022
Q4 | $329K | Sell |
5,184
-652
| -11% | -$41.4K | 0.02% | 223 |
|
|
2022
Q3 | $340K | Hold |
5,836
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $398K | Hold |
5,836
| – | – | 0.02% | 212 |
|
|
2022
Q1 | $404K | Buy |
+5,836
| New | +$404K | 0.02% | 230 |
|