GWP
Gateway Wealth Partners’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,096
| Closed | -$205K | – | 255 |
|
|
2023
Q3 | $205K | Sell |
4,096
-33
| -0.8% | -$1.65K | 0.04% | 251 |
|
|
2023
Q2 | $247K | Buy |
4,129
+190
| +5% | +$11.4K | 0.04% | 204 |
|
|
2023
Q1 | $249K | Buy |
3,939
+54
| +1% | +$3.42K | 0.04% | 182 |
|
|
2022
Q4 | $246K | Buy |
+3,885
| New | +$246K | 0.04% | 165 |
|