Impact Partnership Wealth’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
-1
Closed -$39 531
2024
Q1
$39 Sell
1
-269
-100% -$10.5K ﹤0.01% 686
2023
Q4
$15.5K Sell
270
-2,317
-90% -$133K 0.01% 439
2023
Q3
$129K Buy
2,587
+2,359
+1,035% +$118K 0.04% 265
2023
Q2
$13.6K Buy
+228
New +$13.6K ﹤0.01% 390