MLA
My Legacy Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
10,046
-924
| -8% | -$52.6K | 0.2% | 131 |
|
|
2025
Q1 | $636K | Sell |
10,970
-178
| -2% | -$10.3K | 0.25% | 118 |
|
|
2024
Q4 | $593K | Sell |
11,148
-353
| -3% | -$18.8K | 0.23% | 116 |
|
|
2024
Q3 | $729K | Sell |
11,501
-435
| -4% | -$27.6K | 0.29% | 106 |
|
|
2024
Q2 | $630K | Sell |
11,936
-757
| -6% | -$40K | 0.2% | 129 |
|
|
2024
Q1 | $687K | Sell |
12,693
-20
| -0.2% | -$1.08K | 0.23% | 128 |
|
|
2023
Q4 | $754K | Buy |
12,713
+12
| +0.1% | +$711 | 0.27% | 108 |
|
|
2023
Q3 | $628K | Hold |
12,701
| – | – | 0.26% | 120 |
|
|
2023
Q2 | $774K | Sell |
12,701
-750
| -6% | -$45.7K | 0.3% | 108 |
|
|
2023
Q1 | $843K | Hold |
13,451
| – | – | 0.36% | 90 |
|
|
2022
Q4 | $909K | Sell |
13,451
-31
| -0.2% | -$2.1K | 0.39% | 89 |
|
|
2022
Q3 | $749K | Sell |
13,482
-456
| -3% | -$25.3K | 0.38% | 91 |
|
|
2022
Q2 | $970K | Sell |
13,938
-655
| -4% | -$45.6K | 0.49% | 61 |
|
|
2022
Q1 | $1.01M | Buy |
+14,593
| New | +$1.01M | 0.47% | 61 |
|