IF
Insight Folios’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.45M | Buy |
133,271
+6,831
| +5% | +$433K | 3.02% | 8 |
|
|
2024
Q2 | $6.68M | Buy |
126,440
+2,918
| +2% | +$154K | 2.74% | 13 |
|
|
2024
Q1 | $6.68M | Buy |
123,522
+11,806
| +11% | +$639K | 2.71% | 15 |
|
|
2023
Q4 | $6.41M | Buy |
111,716
+7,501
| +7% | +$431K | 2.78% | 17 |
|
|
2023
Q3 | $5.2M | Sell |
104,215
-18
| -0% | -$899 | 2.54% | 19 |
|
|
2023
Q2 | $6.23M | Buy |
104,233
+5,511
| +6% | +$330K | 2.61% | 20 |
|
|
2023
Q1 | $6.25M | Buy |
98,722
+3,954
| +4% | +$250K | 2.77% | 16 |
|
|
2022
Q4 | $6.01M | Buy |
94,768
+4,082
| +5% | +$259K | 2.72% | 20 |
|
|
2022
Q3 | $5.28M | Buy |
90,686
+3,587
| +4% | +$209K | 2.69% | 20 |
|
|
2022
Q2 | $5.94M | Buy |
87,099
+5,699
| +7% | +$389K | 2.83% | 13 |
|
|
2022
Q1 | $5.64M | Buy |
81,400
+7,352
| +10% | +$510K | 2.51% | 22 |
|
|
2021
Q4 | $5.3M | Buy |
74,048
+1,936
| +3% | +$139K | 2.48% | 16 |
|
|
2021
Q3 | $4.68M | Buy |
72,112
+8,378
| +13% | +$543K | 2.57% | 21 |
|
|
2021
Q2 | $4.25M | Buy |
63,734
+3,219
| +5% | +$215K | 2.5% | 25 |
|
|
2021
Q1 | $3.84M | Buy |
60,515
+2,408
| +4% | +$153K | 2.63% | 25 |
|
|
2020
Q4 | $3.61M | Buy |
58,107
+4,090
| +8% | +$254K | 2.68% | 19 |
|
|
2020
Q3 | $3.28M | Buy |
54,017
+4,295
| +9% | +$261K | 3.04% | 13 |
|
|
2020
Q2 | $2.96M | Buy |
+49,722
| New | +$2.96M | 2.84% | 22 |
|