Cornerstone Wealth Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-67,262
| Closed | -$3.36M | – | 154 |
|
|
2023
Q3 | $3.36M | Sell |
67,262
-1,223
| -2% | -$61.1K | 0.6% | 59 |
|
|
2023
Q2 | $4.09M | Buy |
68,485
+716
| +1% | +$42.8K | 0.74% | 49 |
|
|
2023
Q1 | $4.29M | Buy |
67,769
+1,742
| +3% | +$110K | 0.76% | 43 |
|
|
2022
Q4 | $4.19M | Buy |
66,027
+2,265
| +4% | +$144K | 0.79% | 39 |
|
|
2022
Q3 | $3.71M | Buy |
+63,762
| New | +$3.71M | 0.82% | 44 |
|