Compass Ion Advisors’s Realty Income O Stock Holding History

Compass Ion Advisors’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$866K	Sell
2025 Q1	$885K	Sell
2024 Q4	$826K	Sell
2024 Q3	$1M	Sell
2024 Q2	$938K	Hold
2024 Q1	$938K	Buy
2023 Q4	$986K	Sell
2023 Q3	$896K	Buy