Laidlaw 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
2023 Q3	–	Sell	-4,567	Closed	-$273K	–	337
2023 Q2	$273K	Sell	4,567 -242	-5%	-$14.5K	0.05%	275
2023 Q1	$304K	Buy	+4,809	New	+$304K	0.06%	264