Claraphi Advisory Network’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,174
| Closed | -$476K | – | 201 |
|
|
2022
Q3 | $476K | Sell |
8,174
-55
| -0.7% | -$3.2K | 0.26% | 106 |
|
|
2022
Q2 | $562K | Sell |
8,229
-42
| -0.5% | -$2.87K | 0.2% | 122 |
|
|
2022
Q1 | $573K | Sell |
8,271
-14
| -0.2% | -$970 | 0.17% | 133 |
|
|
2021
Q4 | $593K | Buy |
+8,285
| New | +$593K | 0.21% | 127 |
|