JP Morgan Private Wealth Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.28M | Sell |
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|
2023
Q2 | $8.29M | Sell |
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|
2023
Q1 | $10.1M | Buy |
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|
2022
Q4 | $6.8M | Buy |
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|
2022
Q3 | $5.63M | Buy |
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|
2022
Q2 | $4.36M | Sell |
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|
2022
Q1 | $7.86M | Buy |
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|
2021
Q4 | $3.97M | Buy |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.93M | Buy |
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|
2020
Q2 | $2.83M | Sell |
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|
2020
Q1 | $2.77M | Sell |
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|
2019
Q4 | $5.87M | Buy |
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|
2019
Q3 | $5.72M | Buy |
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|
2019
Q2 | $4.87M | Sell |
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|
2019
Q1 | $5.66M | Sell |
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|
2018
Q4 | $4.95M | Buy |
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|
2018
Q3 | $3.59M | Buy |
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|
2018
Q2 | $3.12M | Buy |
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