FullCircle Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $395K | Buy |
6,873
+34
| +0.5% | +$1.95K | 0.15% | 163 |
|
2025
Q1 | $391K | Sell |
6,839
-182
| -3% | -$10.4K | 0.16% | 144 |
|
2024
Q4 | $386K | Sell |
7,021
-35
| -0.5% | -$1.92K | 0.16% | 141 |
|
2024
Q3 | $432K | Sell |
7,056
-2,303
| -25% | -$141K | 0.19% | 131 |
|
2024
Q2 | $536K | Buy |
+9,359
| New | +$536K | 0.26% | 114 |
|