Everpar Advisors’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 | $205K | Buy |
+3,554
| New | +$205K | 0.09% | 260 |
|
|
2024
Q4 | – | Sell |
-3,439
| Closed | -$218K | – | 278 |
|
|
2024
Q3 | $218K | Sell |
3,439
-1,321
| -28% | -$83.8K | 0.11% | 239 |
|
|
2024
Q2 | $251K | Buy |
4,760
+778
| +20% | +$41.1K | 0.13% | 219 |
|
|
2024
Q1 | $215K | Sell |
3,982
-1,049
| -21% | -$56.8K | 0.13% | 222 |
|
|
2023
Q4 | $289K | Buy |
+5,031
| New | +$289K | 0.13% | 225 |
|