Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,486
| Closed | -$208K | – | 140 |
|
|
2023
Q2 | $208K | Buy |
+3,486
| New | +$208K | 0.05% | 127 |
|
|
2023
Q1 | – | Sell |
-3,256
| Closed | -$207K | – | 143 |
|
|
2022
Q4 | $207K | Buy |
+3,256
| New | +$207K | 0.06% | 120 |
|
|
2022
Q2 | – | Sell |
-2,951
| Closed | -$205K | – | 124 |
|
|
2022
Q1 | $205K | Sell |
2,951
-210
| -7% | -$14.6K | 0.06% | 115 |
|
|
2021
Q4 | $226K | Buy |
+3,161
| New | +$226K | 0.07% | 110 |
|