Graham Capital Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-318
| Closed | -$201K | – | 113 |
|
|
2023
Q1 | $201K | Buy |
+318
| New | +$201K | 0.03% | 171 |
|
|
2022
Q3 | – | Sell |
-38,904
| Closed | -$2.66M | – | 92 |
|
|
2022
Q2 | $2.66M | Buy |
38,904
+466
| +1% | +$31.8K | 2.33% | 12 |
|
|
2022
Q1 | $2.66M | Sell |
38,438
-1,073
| -3% | -$74.4K | 2.37% | 10 |
|
|
2021
Q4 | $2.84M | Buy |
+39,511
| New | +$2.84M | 2.32% | 7 |
|