GIM
Groesbeck Investment Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $569K | Hold |
9,815
| – | – | 0.8% | 43 |
|
|
2024
Q4 | $524K | Buy |
+9,815
| New | +$524K | 0.68% | 47 |
|
|
2024
Q2 | – | Sell |
-9,815
| Closed | -$531K | – | 88 |
|
|
2024
Q1 | $531K | Buy |
+9,815
| New | +$531K | 0.57% | 58 |
|
|
2022
Q2 | – | Sell |
-9,815
| Closed | -$680K | – | 101 |
|
|
2022
Q1 | $680K | Buy |
+9,815
| New | +$680K | 0.76% | 47 |
|
|
2021
Q4 | – | Sell |
-9,815
| Closed | -$637K | – | 103 |
|
|
2021
Q3 | $637K | Buy |
+9,815
| New | +$637K | 0.74% | 48 |
|
|
2016
Q4 | – | Sell |
-9,815
| Closed | -$657K | – | 98 |
|
|
2016
Q3 | $657K | Buy |
+9,815
| New | +$657K | 0.49% | 51 |
|