Modera Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
4,482
+100
| +2% | +$5.76K | ﹤0.01% | 565 |
|
|
2025
Q1 | $254K | Sell |
4,382
-522
| -11% | -$30.3K | ﹤0.01% | 543 |
|
|
2024
Q4 | $262K | Buy |
4,904
+372
| +8% | +$19.9K | ﹤0.01% | 536 |
|
|
2024
Q3 | $287K | Sell |
4,532
-38
| -0.8% | -$2.41K | ﹤0.01% | 497 |
|
|
2024
Q2 | $241K | Sell |
4,570
-11
| -0.2% | -$581 | ﹤0.01% | 511 |
|
|
2024
Q1 | $248K | Buy |
+4,581
| New | +$248K | ﹤0.01% | 513 |
|
|
2023
Q3 | – | Sell |
-4,701
| Closed | -$281K | – | 572 |
|
|
2023
Q2 | $281K | Buy |
+4,701
| New | +$281K | 0.01% | 474 |
|