BWAM
Boyd Watterson Asset Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.93K | Hold |
103
| – | – | ﹤0.01% | 324 |
|
|
2025
Q1 | $5.98K | Hold |
103
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $5.5K | Hold |
103
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $6.53K | Hold |
103
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $5.44K | Sell |
103
-300
| -74% | -$15.8K | ﹤0.01% | 338 |
|
|
2024
Q1 | $21.8K | Buy |
403
+300
| +291% | +$16.2K | 0.01% | 253 |
|
|
2023
Q4 | $5.91K | Hold |
103
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $5.14K | Hold |
103
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $6.16K | Sell |
103
-1,003
| -91% | -$60K | ﹤0.01% | 325 |
|
|
2023
Q1 | $70K | Hold |
1,106
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $70.2K | Buy |
+1,106
| New | +$70.2K | 0.03% | 176 |
|