Operose 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 |
-110
| Closed | -$6.98K | – | 576 |
|
2024
Q3 | $6.98K | Hold |
110
| – | – | ﹤0.01% | 524 |
|
2024
Q2 | $5.81K | Hold |
110
| – | – | ﹤0.01% | 491 |
|
2024
Q1 | $5.95K | Hold |
110
| – | – | ﹤0.01% | 537 |
|
2023
Q4 | $6.32K | Sell |
110
-495
| -82% | -$28.4K | ﹤0.01% | 511 |
|
2023
Q3 | $30.2K | Buy |
+605
| New | +$30.2K | 0.01% | 404 |
|
2023
Q1 | – | Sell |
-173
| Closed | -$11K | – | 375 |
|
2022
Q4 | $11K | Hold |
173
| – | – | 0.01% | 272 |
|
2022
Q3 | $10K | Buy |
+173
| New | +$10K | 0.01% | 262 |
|