Intellectus Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,199
| Closed | -$520K | – | 281 |
|
|
2024
Q3 | $520K | Buy |
8,199
+36
| +0.4% | +$2.28K | 0.13% | 182 |
|
|
2024
Q2 | $431K | Sell |
8,163
-2,337
| -22% | -$123K | 0.12% | 183 |
|
|
2024
Q1 | $571K | Sell |
10,500
-1
| -0% | -$54 | 0.15% | 176 |
|
|
2023
Q4 | $606K | Buy |
10,501
+1,354
| +15% | +$78.1K | 0.17% | 156 |
|
|
2023
Q3 | $459K | Buy |
+9,147
| New | +$459K | 0.15% | 179 |
|