DFPG Investments’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 | $247K | Sell |
4,279
-232
| -5% | -$13.4K | 0.02% | 555 |
|
|
2023
Q3 | $226K | Sell |
4,511
-305
| -6% | -$15.3K | 0.02% | 532 |
|
|
2023
Q2 | $297K | Sell |
4,816
-617
| -11% | -$38.1K | 0.03% | 473 |
|
|
2023
Q1 | $344K | Buy |
5,433
+1,147
| +27% | +$72.6K | 0.04% | 403 |
|
|
2022
Q4 | $283K | Buy |
+4,286
| New | +$283K | 0.05% | 361 |
|
|
2019
Q2 | – | Sell |
-3,602
| Closed | -$251K | – | 174 |
|
|
2019
Q1 | $251K | Buy |
3,602
+4
| +0.1% | +$279 | 0.27% | 106 |
|
|
2018
Q4 | $220K | Buy |
+3,598
| New | +$220K | 0.29% | 107 |
|