GYL Financial Synergies’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$488K	Sell	7,691 -1,346	-15%	-$80.1K	0.04%	244
2024 Q2	$477K	Buy	9,037 +943	+12%	+$50.4K	0.04%	241
2024 Q1	$438K	Buy	8,094 +1	+0%	+$54	0.03%	255
2023 Q4	$465K	Buy	8,093 +31	+0.4%	+$1.63K	0.04%	249
2023 Q3	$403K	Buy	8,062 +100	+1%	+$5.75K	0.04%	253
2023 Q2	$476K	Sell	7,962 -42	-0.5%	-$2.56K	0.04%	244
2023 Q1	$507K	Buy	8,004 +8	+0.1%	+$518	0.06%	188
2022 Q4	$507K	Buy	7,996 +434	+6%	+$26.9K	0.11%	125
2022 Q3	$440K	Buy	7,562 +964	+15%	+$66.5K	0.12%	113
2022 Q2	$450K	Buy	6,598 +2,013	+44%	+$138K	0.12%	109
2022 Q1	$318K	Buy	4,585 +149	+3%	+$10.1K	0.08%	153
2021 Q4	$318K	Sell	4,436 -142	-3%	-$9.77K	0.09%	160
2021 Q3	$288K	Sell	4,578 -136	-3%	-$9.18K	0.15%	149
2021 Q2	$305K	Hold	4,714	–	–	0.16%	142
2021 Q1	$290K	Sell	4,714 -2,557	-35%	-$151K	0.16%	144
2020 Q4	$438K	Sell	7,271 -462	-6%	-$27.3K	0.25%	98
2020 Q3	$455K	Sell	7,733 -795	-9%	-$47K	0.3%	94
2020 Q2	$492K	Buy	8,528 +826	+11%	+$44K	0.36%	70
2020 Q1	$372K	Buy	7,702 +838	+12%	+$58.4K	0.24%	82
2019 Q4	$490K	Buy	6,864 +478	+7%	+$35.6K	0.22%	82
2019 Q3	$475K	Buy	6,386 +278	+5%	+$19.5K	0.24%	82
2019 Q2	$408K	Buy	6,108 +85	+1%	+$5.8K	0.22%	82
2019 Q1	$429K	Buy	6,023 +34	+0.6%	+$2.25K	0.24%	76
2018 Q4	$366K	Buy	+5,989	New	+$358K	0.27%	72