DCM Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,279
| Closed | -$482K | – | 143 |
|
|
2022
Q3 | $482K | Sell |
8,279
-1,887
| -19% | -$110K | 0.24% | 97 |
|
|
2022
Q2 | $694K | Sell |
10,166
-582
| -5% | -$39.7K | 0.3% | 86 |
|
|
2022
Q1 | $745K | Buy |
10,748
+456
| +4% | +$31.6K | 0.26% | 98 |
|
|
2021
Q4 | $737K | Sell |
10,292
-523
| -5% | -$37.5K | 0.22% | 111 |
|
|
2021
Q3 | $680K | Sell |
10,815
-616
| -5% | -$38.7K | 0.26% | 107 |
|
|
2021
Q2 | $739K | Buy |
+11,431
| New | +$739K | 0.42% | 79 |
|