Gen-Wealth Partners’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 | $533K | Sell |
9,256
-228
| -2% | -$13.1K | 0.21% | 124 |
|
|
2025
Q1 | $550K | Sell |
9,484
-234
| -2% | -$13.6K | 0.23% | 118 |
|
|
2024
Q4 | $519K | Buy |
9,718
+625
| +7% | +$33.4K | 0.22% | 128 |
|
|
2024
Q3 | $550K | Sell |
9,093
-149
| -2% | -$9.01K | 0.24% | 113 |
|
|
2024
Q2 | $488K | Buy |
9,242
+1,031
| +13% | +$54.5K | 0.24% | 105 |
|
|
2024
Q1 | $444K | Buy |
+8,211
| New | +$444K | 0.22% | 119 |
|