Hudson Valley Investment Advisors’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 | – | Sell |
-7,308
| Closed | -$435K | – | 185 |
|
|
2024
Q2 | $435K | Sell |
7,308
-161
| -2% | -$9.58K | 0.06% | 135 |
|
|
2024
Q1 | $404K | Buy |
7,469
+161
| +2% | +$8.71K | 0.05% | 135 |
|
|
2023
Q4 | $435K | Hold |
7,308
| – | – | 0.06% | 135 |
|
|
2023
Q3 | $365K | Sell |
7,308
-138
| -2% | -$6.89K | 0.05% | 143 |
|
|
2023
Q2 | $445K | Buy |
7,446
+138
| +2% | +$8.25K | 0.06% | 145 |
|
|
2023
Q1 | $463K | Sell |
7,308
-72
| -1% | -$4.56K | 0.06% | 147 |
|
|
2022
Q4 | $468K | Hold |
7,380
| – | – | 0.07% | 143 |
|
|
2022
Q3 | $430K | Buy |
+7,380
| New | +$430K | 0.07% | 151 |
|