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 |
|