Hutchens & Kramer Investment Management Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,548
| Closed | -$243K | – | 158 |
|
|
2024
Q1 | $243K | Buy |
4,548
+888
| +24% | +$47.5K | 0.14% | 126 |
|
|
2023
Q4 | $210K | Sell |
3,660
-534
| -13% | -$30.7K | 0.15% | 121 |
|
|
2023
Q3 | $205K | Sell |
4,194
-456
| -10% | -$22.3K | 0.16% | 108 |
|
|
2023
Q2 | $278K | Buy |
4,650
+415
| +10% | +$24.8K | 0.22% | 91 |
|
|
2023
Q1 | $268K | Buy |
4,235
+432
| +11% | +$27.4K | 0.23% | 87 |
|
|
2022
Q4 | $241K | Buy |
+3,803
| New | +$241K | 0.18% | 84 |
|
|
2022
Q3 | – | Sell |
-3,076
| Closed | -$216K | – | 102 |
|
|
2022
Q2 | $216K | Buy |
3,076
+204
| +7% | +$14.3K | 0.16% | 97 |
|
|
2022
Q1 | $204K | Buy |
+2,872
| New | +$204K | 0.11% | 123 |
|