Mowery & Schoenfeld 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 | $11.5K | Hold |
200
| – | – | 0.02% | 210 |
|
|
2025
Q1 | $11.6K | Sell |
200
-349
| -64% | -$20.2K | 0.02% | 256 |
|
|
2024
Q4 | $29.3K | Buy |
549
+349
| +175% | +$18.6K | 0.06% | 150 |
|
|
2024
Q3 | $12.7K | Hold |
200
| – | – | 0.02% | 164 |
|
|
2024
Q2 | $10.6K | Hold |
200
| – | – | 0.02% | 166 |
|
|
2024
Q1 | $10.8K | Hold |
200
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $11.5K | Buy |
+200
| New | +$11.5K | 0.02% | 108 |
|