Evermay Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.5K | Hold |
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|
2025
Q2 | $13.7K | Hold |
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|
2025
Q1 | $13.8K | Hold |
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|
2024
Q4 | $12.7K | Hold |
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|
2024
Q3 | $15.1K | Hold |
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|
2024
Q2 | $12.6K | Hold |
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|
2024
Q1 | $12.9K | Sell |
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|
2023
Q4 | $14.1K | Buy |
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|
2023
Q3 | $11.9K | Hold |
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|
2023
Q2 | $14.3K | Buy |
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|
2023
Q1 | $10.2K | Buy |
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|
2022
Q4 | $7.96K | Hold |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $35K | Hold |
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|
2021
Q4 | $36K | Sell |
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|
2021
Q3 | $32K | Hold |
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|
2021
Q2 | $33K | Buy |
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