DB Wealth Management Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $152K | Hold |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $168K | Hold |
|
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $181K | Hold |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $190K | Sell |
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|
2021
Q3 | $172K | Hold |
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|
2021
Q2 | $177K | Hold |
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|
2021
Q1 | $168K | Hold |
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|
2020
Q4 | $165K | Buy |
|