GoalVest Advisory’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 | – | Sell |
-3
| Closed | -$174 | – | 487 |
|
|
2025
Q1 | $174 | Buy |
+3
| New | +$174 | ﹤0.01% | 466 |
|
|
2023
Q3 | – | Sell |
-480
| Closed | -$28.7K | – | 487 |
|
|
2023
Q2 | $28.7K | Buy |
480
+330
| +220% | +$19.7K | 0.01% | 173 |
|
|
2023
Q1 | $9.5K | Hold |
150
| – | – | 0.01% | 189 |
|
|
2022
Q4 | $9.52K | Buy |
+150
| New | +$9.52K | 0.01% | 185 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 479 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 473 |
|