Dogwood Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2K | Buy |
178
+169
| +1,878% | +$9.72K | 0.01% | 270 |
|
|
2025
Q1 | $522 | Buy |
+9
| New | +$522 | ﹤0.01% | 458 |
|
|
2024
Q4 | – | Hold |
0
| – | -$4 | – | 542 |
|
|
2024
Q3 | – | Hold |
0
| – | -$4 | – | 366 |
|
|
2024
Q2 | – | Hold |
0
| – | -$3 | – | 403 |
|
|
2024
Q1 | – | Hold |
0
| – | -$6 | – | 435 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 368 |
|