Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.6K | Buy |
1,207
+68
| +6% | +$3.92K | 0.02% | 185 |
|
|
2025
Q1 | $60.8K | Hold |
1,139
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $60.8K | Buy |
1,139
+120
| +12% | +$6.41K | 0.02% | 209 |
|
|
2024
Q3 | $64.6K | Buy |
+1,019
| New | +$64.6K | 0.02% | 218 |
|
|
2020
Q2 | – | Sell |
-653
| Closed | -$31K | – | 559 |
|
|
2020
Q1 | $31K | Buy |
+653
| New | +$31K | 0.01% | 297 |
|