CIA
Compass Ion Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
15,036
-213
| -1% | -$12.3K | 0.09% | 114 |
|
|
2025
Q1 | $885K | Sell |
15,249
-213
| -1% | -$12.4K | 0.1% | 109 |
|
|
2024
Q4 | $826K | Sell |
15,462
-310
| -2% | -$16.6K | 0.1% | 120 |
|
|
2024
Q3 | $1M | Sell |
15,772
-1,559
| -9% | -$98.9K | 0.12% | 97 |
|
|
2024
Q2 | $938K | Hold |
17,331
| – | – | 0.13% | 91 |
|
|
2024
Q1 | $938K | Buy |
17,331
+156
| +0.9% | +$8.44K | 0.13% | 92 |
|
|
2023
Q4 | $986K | Sell |
17,175
-759
| -4% | -$43.6K | 0.15% | 91 |
|
|
2023
Q3 | $896K | Buy |
+17,934
| New | +$896K | 0.15% | 95 |
|