CWS
Confluence Wealth Services’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
+27,077
| New | +$1.56M | 0.09% | 112 |
|
|
2022
Q3 | – | Sell |
-24,420
| Closed | -$1.8M | – | 255 |
|
|
2022
Q2 | $1.8M | Sell |
24,420
-100
| -0.4% | -$7.38K | 0.79% | 28 |
|
|
2022
Q1 | $1.7M | Sell |
24,520
-799
| -3% | -$55.4K | 0.61% | 40 |
|
|
2021
Q4 | $1.81M | Buy |
+25,319
| New | +$1.81M | 0.58% | 35 |
|