Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86K | Hold |
67
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $3.89K | Hold |
67
| – | – | ﹤0.01% | 419 |
|
|
2024
Q4 | $3.58K | Hold |
67
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $4.25K | Hold |
67
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $3.54K | Hold |
67
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $3.63K | Sell |
67
-61
| -48% | -$3.3K | ﹤0.01% | 406 |
|
|
2023
Q4 | $7.35K | Hold |
128
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $6.39K | Hold |
128
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $7.55K | Sell |
128
-248
| -66% | -$14.6K | ﹤0.01% | 344 |
|
|
2023
Q1 | $23.6K | Hold |
376
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $23.9K | Hold |
376
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $22K | Hold |
376
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $26K | Hold |
376
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $26K | Hold |
376
| – | – | 0.01% | 339 |
|
|
2021
Q4 | $27K | Sell |
376
-13
| -3% | -$934 | 0.01% | 287 |
|
|
2021
Q3 | $24K | Buy |
+389
| New | +$24K | 0.01% | 273 |
|
|
2021
Q2 | – | Sell |
-389
| Closed | -$24K | – | 338 |
|
|
2021
Q1 | $24K | Buy |
+389
| New | +$24K | 0.01% | 278 |
|
|
2019
Q3 | – | Sell |
-132
| Closed | -$9K | – | 260 |
|
|
2019
Q2 | $9K | Hold |
132
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $9K | Hold |
132
| – | – | 0.01% | 276 |
|
|
2018
Q4 | $8K | Hold |
132
| – | – | 0.01% | 275 |
|
|
2018
Q3 | $7K | Hold |
132
| – | – | ﹤0.01% | 307 |
|
|
2018
Q2 | $7K | Hold |
132
| – | – | ﹤0.01% | 297 |
|
|
2018
Q1 | $7K | Hold |
132
| – | – | ﹤0.01% | 289 |
|
|
2017
Q4 | $7K | Hold |
132
| – | – | ﹤0.01% | 286 |
|
|
2017
Q3 | $7K | Sell |
132
-12
| -8% | -$636 | ﹤0.01% | 303 |
|
|
2017
Q2 | $8K | Buy |
144
+12
| +9% | +$667 | 0.01% | 300 |
|
|
2017
Q1 | $8K | Hold |
132
| – | – | 0.01% | 277 |
|
|
2016
Q4 | $7K | Buy |
+132
| New | +$7K | 0.01% | 284 |
|