Mascoma Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.07K | Hold |
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|
2025
Q2 | $3.86K | Hold |
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|
2025
Q1 | $3.89K | Hold |
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|
2024
Q4 | $3.58K | Hold |
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|
2024
Q3 | $4.25K | Hold |
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|
2024
Q2 | $3.54K | Hold |
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|
2024
Q1 | $3.63K | Sell |
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|
2023
Q4 | $7.35K | Hold |
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|
2023
Q3 | $6.39K | Hold |
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|
2023
Q2 | $7.55K | Sell |
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|
2023
Q1 | $23.6K | Hold |
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|
2022
Q4 | $23.9K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $27K | Sell |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $24K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Sell |
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|
2017
Q2 | $8K | Buy |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $7K | Buy |
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