New Insight Wealth 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 | $829K | Buy |
14,389
+5,415
| +60% | +$312K | 0.34% | 44 |
|
|
2025
Q1 | $521K | Buy |
8,974
+2,153
| +32% | +$125K | 0.24% | 59 |
|
|
2024
Q4 | $364K | Sell |
6,821
-203
| -3% | -$10.8K | 0.18% | 64 |
|
|
2024
Q3 | $445K | Sell |
7,024
-631
| -8% | -$40K | 0.23% | 54 |
|
|
2024
Q2 | $404K | Buy |
7,655
+854
| +13% | +$45.1K | 0.24% | 54 |
|
|
2024
Q1 | $368K | Sell |
6,801
-1,090
| -14% | -$59K | 0.23% | 52 |
|
|
2023
Q4 | $453K | Buy |
+7,891
| New | +$453K | 0.31% | 45 |
|