Mount Yale Investment Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $445K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $408K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $435K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $52K | Buy |
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