CGC Financial Services’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 |
-236
| Closed | -$15K | – | 355 |
|
2024
Q3 | $15K | Hold |
236
| – | – | 0.01% | 179 |
|
2024
Q2 | $12.5K | Hold |
236
| – | – | 0.01% | 186 |
|
2024
Q1 | $12.8K | Hold |
236
| – | – | 0.01% | 190 |
|
2023
Q4 | $13.6K | Hold |
236
| – | – | 0.01% | 199 |
|
2023
Q3 | $11.8K | Sell |
236
-174
| -42% | -$8.69K | 0.01% | 165 |
|
2023
Q2 | $24.5K | Buy |
+410
| New | +$24.5K | 0.02% | 129 |
|