MKT Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,674
| Closed | -$230K | – | 150 |
|
|
2023
Q1 | $230K | Hold |
3,674
| – | – | 0.17% | 117 |
|
|
2022
Q4 | $242K | Sell |
3,674
-6
| -0.2% | -$396 | 0.18% | 108 |
|
|
2022
Q3 | $214K | Sell |
3,680
-60
| -2% | -$3.49K | 0.19% | 111 |
|
|
2022
Q2 | $260K | Sell |
3,740
-152
| -4% | -$10.6K | 0.2% | 105 |
|
|
2022
Q1 | $251K | Sell |
3,892
-17
| -0.4% | -$1.1K | 0.19% | 110 |
|
|
2021
Q4 | $266K | Buy |
+3,909
| New | +$266K | 0.21% | 110 |
|