HBC Financial Services’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-500
| Closed | -$28K | – | 183 |
|
|
2023
Q4 | $28K | Hold |
500
| – | – | 0.02% | 91 |
|
|
2023
Q3 | $24K | Buy |
+500
| New | +$24K | 0.02% | 87 |
|
|
2023
Q2 | – | Sell |
-600
| Closed | -$36K | – | 200 |
|
|
2023
Q1 | $36K | Buy |
+600
| New | +$36K | 0.03% | 85 |
|
|
2021
Q4 | – | Sell |
-4
| Closed | – | – | 183 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 186 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 193 |
|
|
2021
Q1 | $301 | Buy |
+4
| New | +$301 | ﹤0.01% | 176 |
|