Compass Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$44.4K | – | 400 |
|
|
2024
Q3 | $44.4K | Hold |
700
| – | – | 0.01% | 263 |
|
|
2024
Q2 | $37K | Hold |
700
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $37.9K | Hold |
700
| – | – | 0.01% | 274 |
|
|
2023
Q4 | $40.2K | Hold |
700
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $35K | Hold |
700
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $41.9K | Buy |
700
+300
| +75% | +$17.9K | 0.01% | 256 |
|
|
2023
Q1 | $25.3K | Hold |
400
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $25.4K | Buy |
+400
| New | +$25.4K | 0.01% | 294 |
|