Evermay 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 | $13.7K | Hold |
238
| – | – | ﹤0.01% | 419 |
|
|
2025
Q1 | $13.8K | Hold |
238
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $12.7K | Hold |
238
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $15.1K | Hold |
238
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $12.6K | Hold |
238
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $12.9K | Sell |
238
-6
| -2% | -$326 | ﹤0.01% | 447 |
|
|
2023
Q4 | $14.1K | Buy |
244
+6
| +3% | +$346 | ﹤0.01% | 416 |
|
|
2023
Q3 | $11.9K | Hold |
238
| – | – | ﹤0.01% | 410 |
|
|
2023
Q2 | $14.3K | Buy |
238
+78
| +49% | +$4.68K | ﹤0.01% | 394 |
|
|
2023
Q1 | $10.2K | Buy |
160
+35
| +28% | +$2.23K | ﹤0.01% | 417 |
|
|
2022
Q4 | $7.96K | Hold |
125
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $7K | Buy |
125
+79
| +172% | +$4.42K | ﹤0.01% | 431 |
|
|
2022
Q2 | $3K | Sell |
46
-454
| -91% | -$29.6K | ﹤0.01% | 462 |
|
|
2022
Q1 | $35K | Hold |
500
| – | – | 0.01% | 330 |
|
|
2021
Q4 | $36K | Sell |
500
-16
| -3% | -$1.15K | 0.01% | 310 |
|
|
2021
Q3 | $32K | Hold |
516
| – | – | 0.01% | 305 |
|
|
2021
Q2 | $33K | Buy |
+516
| New | +$33K | 0.01% | 325 |
|