HoyleCohen’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
Q2 | – | Sell |
|
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|
2024
Q1 | $225K | Buy |
|
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|
2023
Q4 | $212K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $217K | Hold |
|
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|
2023
Q1 | $229K | Hold |
|
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|
2022
Q4 | $230K | Sell |
|
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|
2022
Q3 | $219K | Sell |
|
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|
2022
Q2 | $258K | Hold |
|
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|
2022
Q1 | $262K | Hold |
|
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|
2021
Q4 | $271K | Sell |
|
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|
2021
Q3 | $264K | Buy |
|
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|
2021
Q2 | $209 | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $248K | Sell |
|
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|
2019
Q3 | $262K | Hold |
|
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|
2019
Q2 | $236K | Hold |
|
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|
2019
Q1 | $251K | Hold |
|
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|
2018
Q4 | $215K | Buy |
|