Financial Alternatives’s Realty Income O Stock Holding History

Financial Alternatives’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$200K	Buy
2024 Q2	–	Sell
2024 Q1	$425K	Sell
2023 Q4	$500K	Sell
2023 Q3	$460K	Sell
2023 Q2	$571K	Sell
2023 Q1	$653K	Sell
2022 Q4	$720K	Buy