Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,866
| Closed | -$245K | – | 230 |
|
|
2023
Q1 | $245K | Sell |
3,866
-1,859
| -32% | -$118K | 0.07% | 189 |
|
|
2022
Q4 | $363K | Sell |
5,725
-1,825
| -24% | -$116K | 0.11% | 146 |
|
|
2022
Q3 | $439K | Buy |
7,550
+1,646
| +28% | +$95.8K | 0.14% | 125 |
|
|
2022
Q2 | $403K | Buy |
5,904
+2,802
| +90% | +$191K | 0.13% | 129 |
|
|
2022
Q1 | $215K | Sell |
3,102
-1
| -0% | -$69 | 0.05% | 204 |
|
|
2021
Q4 | $222K | Sell |
3,103
-98
| -3% | -$7.02K | 0.05% | 212 |
|
|
2021
Q3 | $201K | Buy |
+3,201
| New | +$201K | 0.05% | 208 |
|