Clearview Wealth 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
Q3 | – | Sell |
-1,556
| Closed | -$93K | – | 451 |
|
|
2023
Q2 | $93K | Sell |
1,556
-239
| -13% | -$14.3K | 0.09% | 147 |
|
|
2023
Q1 | $114K | Buy |
1,795
+9
| +0.5% | +$570 | 0.12% | 136 |
|
|
2022
Q4 | $113K | Buy |
1,786
+50
| +3% | +$3.17K | 0.09% | 107 |
|
|
2022
Q3 | $101K | Buy |
1,736
+8
| +0.5% | +$465 | 0.08% | 112 |
|
|
2022
Q2 | $118K | Sell |
1,728
-71
| -4% | -$4.85K | 0.09% | 109 |
|
|
2022
Q1 | $125K | Sell |
1,799
-434
| -19% | -$30.2K | 0.08% | 119 |
|
|
2021
Q4 | $160K | Buy |
2,233
+144
| +7% | +$10.3K | 0.1% | 119 |
|
|
2021
Q3 | $131K | Buy |
2,089
+281
| +16% | +$17.6K | 0.08% | 138 |
|
|
2021
Q2 | $117K | Buy |
1,808
+473
| +35% | +$30.6K | 0.07% | 144 |
|
|
2021
Q1 | $82K | Buy |
1,335
+570
| +75% | +$35K | 0.05% | 183 |
|
|
2020
Q4 | $46K | Buy |
+765
| New | +$46K | 0.03% | 204 |
|