Institutional & Family Asset Management’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 | $8.72K | Buy |
165
+65
| +65% | +$3.43K | ﹤0.01% | 434 |
|
|
2024
Q1 | $5.41K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $5.74K | Buy |
+100
| New | +$5.74K | ﹤0.01% | 459 |
|
|
2019
Q4 | – | Sell |
-311
| Closed | -$23K | – | 879 |
|
|
2019
Q3 | $23K | Sell |
311
-93
| -23% | -$6.88K | 0.01% | 385 |
|
|
2019
Q2 | $27K | Hold |
404
| – | – | 0.01% | 380 |
|
|
2019
Q1 | $29K | Sell |
404
-1,016
| -72% | -$72.9K | 0.01% | 382 |
|
|
2018
Q4 | $87K | Buy |
1,420
+1,403
| +8,253% | +$86K | 0.02% | 246 |
|
|
2018
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 808 |
|