LGT Financial Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-23
| Closed | -$1.22K | – | 764 |
|
2024
Q2 | $1.22K | Sell |
23
-576
| -96% | -$30.4K | ﹤0.01% | 744 |
|
2024
Q1 | $32.4K | Buy |
599
+26
| +5% | +$1.41K | 0.04% | 276 |
|
2023
Q4 | $32.9K | Buy |
573
+4
| +0.7% | +$230 | 0.04% | 259 |
|
2023
Q3 | $28.4K | Buy |
+569
| New | +$28.4K | 0.04% | 280 |
|