Central Valley Advisors’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 |
-3,964
| Closed | -$251K | – | 143 |
|
|
2024
Q3 | $251K | Buy |
+3,964
| New | +$251K | 0.14% | 113 |
|
|
2024
Q2 | – | Sell |
-3,964
| Closed | -$214K | – | 175 |
|
|
2024
Q1 | $214K | Buy |
3,964
+18
| +0.5% | +$974 | 0.11% | 142 |
|
|
2023
Q4 | $227K | Buy |
+3,946
| New | +$227K | 0.13% | 125 |
|