Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,604
| Closed | -$109K | – | 533 |
|
|
2022
Q2 | $109K | Buy |
1,604
+970
| +153% | +$65.9K | 0.02% | 166 |
|
|
2022
Q1 | $43K | Buy |
634
+39
| +7% | +$2.65K | 0.01% | 227 |
|
|
2021
Q4 | $42K | Buy |
+595
| New | +$42K | 0.01% | 194 |
|
|
2021
Q1 | – | Sell |
-285
| Closed | -$17K | – | 364 |
|
|
2020
Q4 | $17K | Buy |
+285
| New | +$17K | 0.01% | 211 |
|