Financial Synergies Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21
| Closed | -$1.14K | – | 329 |
|
|
2024
Q1 | $1.14K | Sell |
21
-5
| -19% | -$271 | ﹤0.01% | 391 |
|
|
2023
Q4 | $1.65K | Buy |
+26
| New | +$1.65K | ﹤0.01% | 265 |
|
|
2023
Q3 | – | Sell |
-17
| Closed | -$1.02K | – | 516 |
|
|
2023
Q2 | $1.02K | Sell |
17
-9
| -35% | -$538 | ﹤0.01% | 371 |
|
|
2023
Q1 | $1.65K | Hold |
26
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $1.65K | Buy |
26
+19
| +271% | +$1.21K | ﹤0.01% | 265 |
|
|
2022
Q3 | $408 | Hold |
7
| – | – | ﹤0.01% | 378 |
|
|
2022
Q2 | $478 | Buy |
+7
| New | +$478 | ﹤0.01% | 379 |
|