Clarius Group LLC’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,691
| Closed | -$212K | – | 497 |
|
|
2023
Q4 | $212K | Buy |
+3,691
| New | +$212K | 0.02% | 439 |
|
|
2023
Q3 | – | Sell |
-4,568
| Closed | -$273K | – | 503 |
|
|
2023
Q2 | $273K | Sell |
4,568
-201
| -4% | -$12K | 0.02% | 415 |
|
|
2023
Q1 | $302K | Buy |
4,769
+422
| +10% | +$26.7K | 0.03% | 385 |
|
|
2022
Q4 | $276K | Buy |
4,347
+263
| +6% | +$16.7K | 0.02% | 401 |
|
|
2022
Q3 | $238K | Buy |
+4,084
| New | +$238K | 0.02% | 407 |
|