Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
1,978
| – | – | 0.03% | 204 |
|
|
2025
Q1 | $115K | Hold |
1,978
| – | – | 0.03% | 201 |
|
|
2024
Q4 | $106K | Sell |
1,978
-4
| -0.2% | -$214 | 0.03% | 205 |
|
|
2024
Q3 | $126K | Hold |
1,982
| – | – | 0.03% | 196 |
|
|
2024
Q2 | $105K | Hold |
1,982
| – | – | 0.03% | 201 |
|
|
2024
Q1 | $107K | Hold |
1,982
| – | – | 0.03% | 200 |
|
|
2023
Q4 | $114K | Sell |
1,982
-1
| -0.1% | -$57 | 0.03% | 185 |
|
|
2023
Q3 | $99K | Hold |
1,983
| – | – | 0.03% | 187 |
|
|
2023
Q2 | $119K | Buy |
+1,983
| New | +$119K | 0.03% | 178 |
|