MWM
Mission Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,288
| Closed | -$214K | – | 565 |
|
|
2023
Q3 | $214K | Buy |
4,288
+315
| +8% | +$15.7K | 0.01% | 493 |
|
|
2023
Q2 | $238K | Buy |
3,973
+146
| +4% | +$8.73K | 0.01% | 468 |
|
|
2023
Q1 | $242K | Buy |
+3,827
| New | +$242K | 0.01% | 456 |
|
|
2022
Q4 | – | Sell |
-3,496
| Closed | -$203K | – | 510 |
|
|
2022
Q3 | $203K | Sell |
3,496
-678
| -16% | -$39.4K | 0.01% | 449 |
|
|
2022
Q2 | $285K | Sell |
4,174
-2
| -0% | -$137 | 0.02% | 387 |
|
|
2022
Q1 | $289K | Buy |
+4,176
| New | +$289K | 0.01% | 411 |
|