Napa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,940
| Closed | -$313K | – | 200 |
|
|
2024
Q3 | $313K | Buy |
4,940
+881
| +22% | +$55.9K | 0.15% | 128 |
|
|
2024
Q2 | $214K | Buy |
+4,059
| New | +$214K | 0.14% | 107 |
|
|
2024
Q1 | – | Sell |
-4,559
| Closed | -$262K | – | 98 |
|
|
2023
Q4 | $262K | Buy |
+4,559
| New | +$262K | 0.14% | 94 |
|