Bright Futures Wealth Management’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,308
Closed -$865K 194
2024
Q3
$865K Buy
14,308
+3,387
+31% +$205K 0.42% 76
2024
Q2
$648K Buy
+10,921
New +$648K 0.35% 85