First Trust Direct Indexing’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $1.62M | Buy |
|
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|
2024
Q1 | $1.31M | Buy |
|
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|
2023
Q4 | $1.2M | Buy |
|
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|
2023
Q3 | $666K | Buy |
|
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|
2023
Q2 | $673K | Sell |
|
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|
2023
Q1 | $716K | Buy |
|
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $676K | Buy |
|
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|
2022
Q2 | $733K | Buy |
|
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|
2022
Q1 | $630K | Buy |
|
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $355K | Buy |
|
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | $215K | Buy |
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|
2020
Q4 | $206K | Buy |
|