CW
Code Waechter’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
8,820
-6,519
| -42% | -$376K | 0.36% | 61 |
|
|
2025
Q1 | $890K | Sell |
15,339
-5,643
| -27% | -$327K | 0.73% | 30 |
|
|
2024
Q4 | $1.12M | Buy |
20,982
+358
| +2% | +$19.1K | 0.98% | 24 |
|
|
2024
Q3 | $1.31M | Buy |
+20,624
| New | +$1.31M | 1.25% | 17 |
|