Beck Capital 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
Q2 | – | Sell |
-32,839
| Closed | -$2.08M | – | 118 |
|
|
2023
Q1 | $2.08M | Buy |
32,839
+1,844
| +6% | +$117K | 0.88% | 47 |
|
|
2022
Q4 | $1.97M | Buy |
30,995
+1,111
| +4% | +$70.5K | 0.83% | 52 |
|
|
2022
Q3 | $1.74M | Buy |
29,884
+326
| +1% | +$19K | 0.74% | 58 |
|
|
2022
Q2 | $2.02M | Buy |
29,558
+242
| +0.8% | +$16.5K | 0.91% | 45 |
|
|
2022
Q1 | $2.03M | Buy |
29,316
+14
| +0% | +$970 | 0.62% | 65 |
|
|
2021
Q4 | $2.1M | Buy |
29,302
+11,430
| +64% | +$818K | 0.65% | 62 |
|
|
2021
Q3 | $1.12M | Sell |
17,872
-239
| -1% | -$15K | 0.38% | 96 |
|
|
2021
Q2 | $1.17M | Buy |
18,111
+29
| +0.2% | +$1.88K | 0.39% | 84 |
|
|
2021
Q1 | $1.11M | Sell |
18,082
-24,287
| -57% | -$1.49M | 0.42% | 69 |
|
|
2020
Q4 | $2.59M | Buy |
+42,369
| New | +$2.59M | 1.08% | 41 |
|