Bridgewealth Advisory Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,811
| Closed | -$314K | – | 81 |
|
|
2024
Q1 | $314K | Sell |
5,811
-509
| -8% | -$27.5K | 0.15% | 52 |
|
|
2023
Q4 | $363K | Buy |
6,320
+244
| +4% | +$14K | 0.28% | 51 |
|
|
2023
Q3 | $303K | Buy |
6,076
+547
| +10% | +$27.3K | 0.37% | 42 |
|
|
2023
Q2 | $331K | Buy |
5,529
+213
| +4% | +$12.7K | 0.54% | 36 |
|
|
2023
Q1 | $337K | Buy |
5,316
+38
| +0.7% | +$2.41K | 0.62% | 36 |
|
|
2022
Q4 | $335K | Buy |
+5,278
| New | +$335K | 0.66% | 31 |
|