Dynamic Wealth Strategies’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Sell |
397
-389
| -49% | -$22.4K | 0.02% | 160 |
|
|
2025
Q1 | $45.6K | Buy |
+786
| New | +$45.6K | 0.04% | 124 |
|
|
2024
Q4 | – | Sell |
-695
| Closed | -$44K | – | 179 |
|
|
2024
Q3 | $44K | Buy |
695
+284
| +69% | +$18K | 0.04% | 132 |
|
|
2024
Q2 | $22K | Hold |
411
| – | – | 0.02% | 157 |
|
|
2024
Q1 | $22K | Sell |
411
-80
| -16% | -$4.28K | 0.02% | 160 |
|
|
2023
Q4 | $28.2K | Buy |
+491
| New | +$28.2K | 0.03% | 139 |
|