C.M. Bidwell & Associates’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
2,448
+15
| +0.6% | +$864 | 0.07% | 153 |
|
|
2025
Q1 | $141K | Buy |
2,433
+20
| +0.8% | +$1.16K | 0.08% | 149 |
|
|
2024
Q4 | $129K | Sell |
2,413
-83
| -3% | -$4.43K | 0.08% | 162 |
|
|
2024
Q3 | $158K | Buy |
2,496
+83
| +3% | +$5.26K | 0.1% | 144 |
|
|
2024
Q2 | $127K | Hold |
2,413
| – | – | 0.09% | 159 |
|
|
2024
Q1 | $131K | Buy |
2,413
+278
| +13% | +$15K | 0.09% | 154 |
|
|
2023
Q4 | $123K | Buy |
+2,135
| New | +$123K | 0.09% | 141 |
|
|
2021
Q1 | – | Sell |
-1,715
| Closed | -$103K | – | 539 |
|
|
2020
Q4 | $103K | Sell |
1,715
-19
| -1% | -$1.14K | 0.08% | 232 |
|
|
2020
Q3 | $102K | Buy |
+1,734
| New | +$102K | 0.09% | 211 |
|
|
2020
Q1 | – | Sell |
-1,987
| Closed | -$142K | – | 426 |
|
|
2019
Q4 | $142K | Buy |
+1,987
| New | +$142K | 0.13% | 139 |
|
|
2018
Q2 | – | Sell |
-5,490
| Closed | -$275K | – | 441 |
|
|
2018
Q1 | $275K | Buy |
+5,490
| New | +$275K | 0.25% | 116 |
|
|
2016
Q2 | – | Sell |
-243
| Closed | -$15K | – | 296 |
|
|
2016
Q1 | $15K | Sell |
243
-6,408
| -96% | -$396K | ﹤0.01% | 230 |
|
|
2015
Q4 | $333K | Sell |
6,651
-31
| -0.5% | -$1.55K | 0.08% | 110 |
|
|
2015
Q3 | $307K | Buy |
+6,682
| New | +$307K | 0.08% | 117 |
|
|
2013
Q4 | – | Sell |
-6,997
| Closed | -$270K | – | 242 |
|
|
2013
Q3 | $270K | Buy |
+6,997
| New | +$270K | 0.07% | 119 |
|