GYL Financial Synergies’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $488K | Sell |
7,691
-1,346
| -15% | -$85.4K | 0.04% | 244 |
|
|
2024
Q2 | $477K | Buy |
9,037
+943
| +12% | +$49.8K | 0.04% | 241 |
|
|
2024
Q1 | $438K | Buy |
8,094
+1
| +0% | +$54 | 0.03% | 255 |
|
|
2023
Q4 | $465K | Buy |
8,093
+31
| +0.4% | +$1.78K | 0.04% | 249 |
|
|
2023
Q3 | $403K | Buy |
8,062
+100
| +1% | +$4.99K | 0.04% | 253 |
|
|
2023
Q2 | $476K | Sell |
7,962
-42
| -0.5% | -$2.51K | 0.04% | 244 |
|
|
2023
Q1 | $507K | Buy |
8,004
+8
| +0.1% | +$507 | 0.06% | 188 |
|
|
2022
Q4 | $507K | Buy |
7,996
+434
| +6% | +$27.5K | 0.11% | 125 |
|
|
2022
Q3 | $440K | Buy |
7,562
+964
| +15% | +$56.1K | 0.12% | 113 |
|
|
2022
Q2 | $450K | Buy |
6,598
+2,013
| +44% | +$137K | 0.12% | 109 |
|
|
2022
Q1 | $318K | Buy |
4,585
+149
| +3% | +$10.3K | 0.08% | 153 |
|
|
2021
Q4 | $318K | Sell |
4,436
-142
| -3% | -$10.2K | 0.09% | 160 |
|
|
2021
Q3 | $288K | Sell |
4,578
-136
| -3% | -$8.56K | 0.15% | 149 |
|
|
2021
Q2 | $305K | Hold |
4,714
| – | – | 0.16% | 142 |
|
|
2021
Q1 | $290K | Sell |
4,714
-2,557
| -35% | -$157K | 0.16% | 144 |
|
|
2020
Q4 | $438K | Sell |
7,271
-462
| -6% | -$27.8K | 0.25% | 98 |
|
|
2020
Q3 | $455K | Sell |
7,733
-795
| -9% | -$46.8K | 0.3% | 94 |
|
|
2020
Q2 | $492K | Buy |
8,528
+826
| +11% | +$47.7K | 0.36% | 70 |
|
|
2020
Q1 | $372K | Buy |
7,702
+838
| +12% | +$40.5K | 0.24% | 82 |
|
|
2019
Q4 | $490K | Buy |
6,864
+478
| +7% | +$34.1K | 0.22% | 82 |
|
|
2019
Q3 | $475K | Buy |
6,386
+278
| +5% | +$20.7K | 0.24% | 82 |
|
|
2019
Q2 | $408K | Buy |
6,108
+85
| +1% | +$5.68K | 0.22% | 82 |
|
|
2019
Q1 | $429K | Buy |
6,023
+34
| +0.6% | +$2.42K | 0.24% | 76 |
|
|
2018
Q4 | $366K | Buy |
+5,989
| New | +$366K | 0.27% | 72 |
|