Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $188K | Buy |
3,565
+19
| +0.5% | +$1K | 0.04% | 189 |
|
|
2024
Q1 | $192K | Buy |
3,546
+421
| +13% | +$22.8K | 0.04% | 179 |
|
|
2023
Q4 | $180K | Buy |
3,125
+1,008
| +48% | +$58K | 0.04% | 171 |
|
|
2023
Q3 | $106K | Buy |
2,117
+813
| +62% | +$40.7K | 0.03% | 237 |
|
|
2023
Q2 | $78.1K | Sell |
1,304
-16
| -1% | -$958 | 0.02% | 253 |
|
|
2023
Q1 | $80.2K | Buy |
1,320
+93
| +8% | +$5.65K | 0.02% | 248 |
|
|
2022
Q4 | $81.7K | Buy |
1,227
+242
| +25% | +$16.1K | 0.02% | 244 |
|
|
2022
Q3 | $57K | Sell |
985
-180
| -15% | -$10.4K | 0.02% | 285 |
|
|
2022
Q2 | $86K | Sell |
1,165
-214
| -16% | -$15.8K | 0.03% | 221 |
|
|
2022
Q1 | $96K | Sell |
1,379
-483
| -26% | -$33.6K | 0.03% | 209 |
|
|
2021
Q4 | $133K | Buy |
1,862
+84
| +5% | +$6K | 0.04% | 153 |
|
|
2021
Q3 | $112K | Buy |
1,778
+483
| +37% | +$30.4K | 0.04% | 156 |
|
|
2021
Q2 | $84K | Buy |
1,295
+436
| +51% | +$28.3K | 0.03% | 179 |
|
|
2021
Q1 | $53K | Buy |
859
+14
| +2% | +$864 | 0.02% | 220 |
|
|
2020
Q4 | $51K | Buy |
845
+562
| +199% | +$33.9K | 0.02% | 200 |
|
|
2020
Q3 | $17K | Buy |
+283
| New | +$17K | 0.01% | 165 |
|