Mount Yale Investment 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 | $391K | Buy |
6,795
+687
| +11% | +$39.6K | 0.03% | 391 |
|
|
2025
Q1 | $354K | Sell |
6,108
-24
| -0.4% | -$1.39K | 0.03% | 392 |
|
|
2024
Q4 | $328K | Sell |
6,132
-217
| -3% | -$11.6K | 0.03% | 420 |
|
|
2024
Q3 | $403K | Sell |
6,349
-1,223
| -16% | -$77.6K | 0.04% | 373 |
|
|
2024
Q2 | $400K | Sell |
7,572
-1,164
| -13% | -$61.5K | 0.03% | 381 |
|
|
2024
Q1 | $473K | Buy |
8,736
+992
| +13% | +$53.7K | 0.04% | 365 |
|
|
2023
Q4 | $445K | Buy |
7,744
+1,146
| +17% | +$65.8K | 0.04% | 340 |
|
|
2023
Q3 | $329K | Sell |
6,598
-228
| -3% | -$11.4K | 0.04% | 373 |
|
|
2023
Q2 | $408K | Sell |
6,826
-12
| -0.2% | -$718 | 0.04% | 336 |
|
|
2023
Q1 | $433K | Sell |
6,838
-14
| -0.2% | -$887 | 0.05% | 318 |
|
|
2022
Q4 | $435K | Buy |
+6,852
| New | +$435K | 0.05% | 297 |
|
|
2018
Q2 | – | Sell |
-1,034
| Closed | -$52K | – | 980 |
|
|
2018
Q1 | $52K | Buy |
+1,034
| New | +$52K | 0.01% | 608 |
|