ICA Group Wealth Management’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 |
-469
| Closed | -$25.4K | – | 1143 |
|
|
2024
Q1 | $25.4K | Buy |
469
+83
| +22% | +$4.49K | 0.01% | 702 |
|
|
2023
Q4 | $22.2K | Buy |
+386
| New | +$22.2K | ﹤0.01% | 698 |
|
|
2023
Q3 | – | Sell |
-576
| Closed | -$34.4K | – | 878 |
|
|
2023
Q2 | $34.4K | Sell |
576
-173
| -23% | -$10.3K | 0.01% | 578 |
|
|
2023
Q1 | $47.5K | Buy |
749
+334
| +80% | +$21.2K | 0.01% | 497 |
|
|
2022
Q4 | $26.3K | Sell |
415
-21,491
| -98% | -$1.36M | 0.01% | 638 |
|
|
2022
Q3 | $1.28M | Buy |
21,906
+1
| +0% | +$58 | 0.27% | 91 |
|
|
2022
Q2 | $1.6M | Buy |
21,905
+39
| +0.2% | +$2.84K | 0.3% | 82 |
|
|
2022
Q1 | $1.47M | Buy |
+21,866
| New | +$1.47M | 0.28% | 88 |
|