Iron Horse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.37K | Hold |
128
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $7.43K | Buy |
128
+68
| +113% | +$3.95K | ﹤0.01% | 309 |
|
|
2024
Q4 | $3.21K | Buy |
60
+20
| +50% | +$1.07K | ﹤0.01% | 345 |
|
|
2024
Q3 | $2.54K | Buy |
40
+20
| +100% | +$1.27K | ﹤0.01% | 358 |
|
|
2024
Q2 | $1.06K | Hold |
20
| – | – | ﹤0.01% | 410 |
|
|
2024
Q1 | $1.08K | Buy |
+20
| New | +$1.08K | ﹤0.01% | 395 |
|
|
2023
Q2 | – | Sell |
-63
| Closed | -$3.99K | – | 339 |
|
|
2023
Q1 | $3.99K | Sell |
63
-250
| -80% | -$15.8K | ﹤0.01% | 215 |
|
|
2022
Q4 | $20K | Buy |
+313
| New | +$20K | 0.01% | 107 |
|
|
2022
Q3 | – | Sell |
-228
| Closed | -$16K | – | 230 |
|
|
2022
Q2 | $16K | Buy |
228
+3
| +1% | +$211 | 0.01% | 111 |
|
|
2022
Q1 | $16K | Buy |
+225
| New | +$16K | 0.01% | 116 |
|