Johnson Midwest Financial’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $97.4K | Buy |
1,950
+31
| +2% | +$1.55K | 0.22% | 52 |
|
|
2023
Q2 | $115K | Sell |
1,919
-7
| -0.4% | -$419 | 0.1% | 48 |
|
|
2023
Q1 | $122K | Buy |
1,926
+41
| +2% | +$2.6K | 0.18% | 45 |
|
|
2022
Q4 | $120K | Buy |
1,885
+49
| +3% | +$3.12K | 0.44% | 39 |
|
|
2022
Q3 | $107 | Sell |
1,836
-569
| -24% | -$33 | 0.41% | 45 |
|
|
2022
Q2 | $164K | Buy |
2,405
+125
| +5% | +$8.52K | 0.22% | 40 |
|
|
2022
Q1 | $158K | Buy |
2,280
+17
| +0.8% | +$1.18K | 0.22% | 35 |
|
|
2021
Q4 | $162K | Sell |
2,263
-8
| -0.4% | -$573 | 0.12% | 37 |
|
|
2021
Q3 | $143K | Buy |
2,271
+16
| +0.7% | +$1.01K | 0.12% | 46 |
|
|
2021
Q2 | $146K | Buy |
2,255
+176
| +8% | +$11.4K | 0.14% | 44 |
|
|
2021
Q1 | $128K | Buy |
2,079
+56
| +3% | +$3.45K | 0.13% | 48 |
|
|
2020
Q4 | $122K | Buy |
+2,023
| New | +$122K | 0.12% | 54 |
|