CFO4Life Group’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 |
-3,703
| Closed | -$235K | – | 232 |
|
|
2024
Q3 | $235K | Buy |
+3,703
| New | +$235K | 0.04% | 181 |
|
|
2019
Q2 | – | Sell |
-3,372
| Closed | -$240K | – | 126 |
|
|
2019
Q1 | $240K | Buy |
+3,372
| New | +$240K | 0.11% | 101 |
|
|
2018
Q3 | – | Sell |
-5,723
| Closed | -$298K | – | 133 |
|
|
2018
Q2 | $298K | Buy |
5,723
+560
| +11% | +$29.2K | 0.12% | 100 |
|
|
2018
Q1 | $259K | Buy |
5,163
+161
| +3% | +$8.08K | 0.22% | 77 |
|
|
2017
Q4 | $276K | Sell |
5,002
-1,415
| -22% | -$78.1K | 0.22% | 77 |
|
|
2017
Q3 | $356K | Sell |
6,417
-1,447
| -18% | -$80.3K | 0.29% | 66 |
|
|
2017
Q2 | $420K | Buy |
7,864
+318
| +4% | +$17K | 0.39% | 50 |
|
|
2017
Q1 | $435K | Buy |
+7,546
| New | +$435K | 0.39% | 50 |
|