First Trust Investment Solutions’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$739K Sell
11,646
-5,026
-30% -$319K 0.08% 163
2024
Q2
$881K Buy
16,672
+4,780
+40% +$252K 0.12% 136
2024
Q1
$643K Buy
11,892
+819
+7% +$44.3K 0.11% 133
2023
Q4
$636K Buy
+11,073
New +$636K 0.13% 118