Caliber Wealth Management (Utah)’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,597	Closed	-$292K	–	80
2022 Q4	$292K	Buy	+4,597	New	+$292K	0.22%	80
2022 Q3	–	Sell	-3,584	Closed	-$245K	–	66
2022 Q2	$245K	Buy	+3,584	New	+$245K	0.19%	61