Core Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-228
| Closed | -$12.3K | – | 181 |
|
|
2024
Q1 | $12.3K | Hold |
228
| – | – | ﹤0.01% | 175 |
|
|
2023
Q4 | $13.1K | Buy |
228
+49
| +27% | +$2.81K | ﹤0.01% | 166 |
|
|
2023
Q3 | $8.94K | Hold |
179
| – | – | ﹤0.01% | 167 |
|
|
2023
Q2 | $10.7K | Buy |
179
+33
| +23% | +$1.97K | ﹤0.01% | 149 |
|
|
2023
Q1 | $9.25K | Sell |
146
-140
| -49% | -$8.87K | ﹤0.01% | 161 |
|
|
2022
Q4 | $18.1K | Buy |
286
+37
| +15% | +$2.35K | 0.01% | 122 |
|
|
2022
Q3 | $14K | Buy |
+249
| New | +$14K | 0.01% | 124 |
|