Northwest Financial Advisors’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
-355
Closed -$22.5K 395
2024
Q3
$22.5K Buy
+355
New +$22.5K 0.02% 307
2024
Q1
Sell
-353
Closed -$20.3K 381
2023
Q4
$20.3K Buy
+353
New +$20.3K 0.02% 298