Financial Alternatives’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,159
| Closed | -$200K | – | 83 |
|
|
2024
Q3 | $200K | Buy |
+3,159
| New | +$200K | 0.14% | 82 |
|
|
2024
Q2 | – | Sell |
-7,851
| Closed | -$425K | – | 84 |
|
|
2024
Q1 | $425K | Sell |
7,851
-855
| -10% | -$46.3K | 0.33% | 48 |
|
|
2023
Q4 | $500K | Sell |
8,706
-508
| -6% | -$29.2K | 0.42% | 40 |
|
|
2023
Q3 | $460K | Sell |
9,214
-341
| -4% | -$17K | 0.43% | 40 |
|
|
2023
Q2 | $571K | Sell |
9,555
-755
| -7% | -$45.1K | 0.52% | 36 |
|
|
2023
Q1 | $653K | Sell |
10,310
-1,043
| -9% | -$66K | 0.63% | 32 |
|
|
2022
Q4 | $720K | Buy |
+11,353
| New | +$720K | 0.72% | 32 |
|