Diversified’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $203K | Buy |
+3,201
| New | +$203K | 0.02% | 222 |
|
2023
Q2 | – | Sell |
-3,289
| Closed | -$208K | – | 150 |
|
2023
Q1 | $208K | Buy |
3,289
+22
| +0.7% | +$1.39K | 0.07% | 134 |
|
2022
Q4 | $207K | Buy |
+3,267
| New | +$207K | 0.08% | 147 |
|
2021
Q1 | – | Sell |
-621
| Closed | -$37K | – | 253 |
|
2020
Q4 | $37K | Buy |
+621
| New | +$37K | 0.03% | 201 |
|