Mitchell Sinkler & Starr’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,180	Closed	-$201K	–	143
2023 Q1	$201K	Buy	+3,180	New	+$206K	0.06%	137
2017 Q2	–	Sell	-3,659	Closed	-$211K	–	79
2017 Q1	$211K	Hold	3,659	–	–	0.34%	75
2016 Q4	$204K	Hold	3,659	–	–	0.29%	77
2016 Q3	$237K	Sell	3,659 -99	-3%	-$6.54K	0.37%	66
2016 Q2	$253K	Sell	3,758 -650	-15%	-$39.4K	0.35%	75
2016 Q1	$267K	Sell	4,408 -592	-12%	-$33K	0.37%	73
2015 Q4	$250K	Sell	5,000 -1	-0%	-$48	0.34%	79
2015 Q3	$230K	Hold	5,001	–	–	0.3%	85
2015 Q2	$215K	Sell	5,001 -107	-2%	-$4.89K	0.25%	88
2015 Q1	$255K	Sell	5,108 -26	-0.5%	-$1.3K	0.29%	85
2014 Q4	$237K	Hold	5,134	–	–	0.26%	84
2014 Q3	$203K	Hold	5,134	–	–	0.23%	93
2014 Q2	$221K	Hold	5,134	–	–	0.24%	84
2014 Q1	$203K	Buy	+5,134	New	+$204K	0.23%	87
2013 Q4	–	Sell	-5,382	Closed	-$207K	–	85
2013 Q3	$207K	Sell	5,382 -8,178	-60%	-$332K	0.24%	78
2013 Q2	$551K	Buy	+13,560	New	+$626K	0.12%	116