GJIA
Glass Jacobson Investment Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,733
| Closed | -$92.6K | – | 752 |
|
|
2025
Q1 | $92.6K | Hold |
1,733
| – | – | 0.03% | 306 |
|
|
2024
Q4 | $92.6K | Sell |
1,733
-32
| -2% | -$1.71K | 0.03% | 306 |
|
|
2024
Q3 | $112K | Hold |
1,765
| – | – | 0.04% | 269 |
|
|
2024
Q2 | $93.2K | Hold |
1,765
| – | – | 0.03% | 279 |
|
|
2024
Q1 | $95.5K | Sell |
1,765
-525
| -23% | -$28.4K | 0.04% | 278 |
|
|
2023
Q4 | $131K | Hold |
2,290
| – | – | 0.05% | 244 |
|
|
2023
Q3 | $114K | Hold |
2,290
| – | – | 0.05% | 246 |
|
|
2023
Q2 | $137K | Buy |
+2,290
| New | +$137K | 0.06% | 223 |
|
|
2022
Q4 | $145K | Buy |
+2,290
| New | +$145K | 0.07% | 225 |
|