Icon Wealth Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.29M | Sell |
|
|||||
|
2023
Q2 | $2.47M | Sell |
|
|||||
|
2023
Q1 | $3.28M | Buy |
|
|||||
|
2022
Q2 | $4.07M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $3.04M | Buy |
|
|||||
|
2021
Q3 | $2.36M | Buy |
|
|||||
|
2021
Q2 | $2.39M | Buy |
|
|||||
|
2021
Q1 | $1.57M | Buy |
|
|||||
|
2020
Q4 | $1M | Buy |
|
|||||
|
2020
Q3 | $894K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $37K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $30K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $32K | Buy |
|