MONECO Advisors’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 | $220K | Sell |
3,825
-1,705
| -31% | -$98.2K | 0.02% | 441 |
|
|
2025
Q1 | $321K | Buy |
+5,530
| New | +$321K | 0.03% | 352 |
|
|
2024
Q4 | – | Sell |
-4,894
| Closed | -$310K | – | 483 |
|
|
2024
Q3 | $310K | Buy |
+4,894
| New | +$310K | 0.04% | 336 |
|
|
2020
Q1 | – | Sell |
-6,309
| Closed | -$467K | – | 143 |
|
|
2019
Q4 | $467K | Buy |
6,309
+1,001
| +19% | +$74.1K | 0.33% | 71 |
|
|
2019
Q3 | $394K | Buy |
5,308
+25
| +0.5% | +$1.86K | 0.31% | 77 |
|
|
2019
Q2 | $353K | Sell |
5,283
-1,017
| -16% | -$68K | 0.28% | 87 |
|
|
2019
Q1 | $449K | Buy |
+6,300
| New | +$449K | 0.36% | 64 |
|