Childress Capital Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,696
| Closed | -$488K | – | 147 |
|
|
2022
Q4 | $488K | Sell |
7,696
-99
| -1% | -$6.28K | 0.16% | 92 |
|
|
2022
Q3 | $450K | Hold |
7,795
| – | – | 0.18% | 90 |
|
|
2022
Q2 | $532K | Sell |
7,795
-7,213
| -48% | -$492K | 0.21% | 80 |
|
|
2022
Q1 | $1.04M | Buy |
+15,008
| New | +$1.04M | 0.36% | 51 |
|
|
2021
Q1 | – | Sell |
-70
| Closed | -$4K | – | 698 |
|
|
2020
Q4 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 836 |
|