Milestone Asset Management’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,190	Closed	-$393K	–	231
2024 Q3	$393K	Sell	6,190 -19	-0.3%	-$1.21K	0.09%	156
2024 Q2	$328K	Buy	6,209 +337	+6%	+$17.8K	0.08%	157
2024 Q1	$318K	Buy	+5,872	New	+$318K	0.09%	136