Disciplined 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
Q3 | – | Sell |
-880
| Closed | -$52.6K | – | 1093 |
|
|
2023
Q2 | $52.6K | Hold |
880
| – | – | 0.03% | 195 |
|
|
2023
Q1 | $55.7K | Hold |
880
| – | – | 0.02% | 212 |
|
|
2022
Q4 | $55.8K | Hold |
880
| – | – | 0.03% | 190 |
|
|
2022
Q3 | $51K | Hold |
880
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $60K | Hold |
880
| – | – | 0.03% | 203 |
|
|
2022
Q1 | $61K | Buy |
880
+300
| +52% | +$20.8K | 0.03% | 206 |
|
|
2021
Q4 | $42K | Buy |
+580
| New | +$42K | 0.02% | 224 |
|