Pacific Capital 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
Q1 | – | Sell |
-288
| Closed | -$15.4K | – | 280 |
|
|
2024
Q4 | $15.4K | Hold |
288
| – | – | ﹤0.01% | 241 |
|
|
2024
Q3 | $18.3K | Sell |
288
-5
| -2% | -$317 | ﹤0.01% | 252 |
|
|
2024
Q2 | $15.5K | Buy |
293
+5
| +2% | +$264 | ﹤0.01% | 264 |
|
|
2024
Q1 | $15.6K | Hold |
288
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $16.5K | Buy |
+288
| New | +$16.5K | ﹤0.01% | 203 |
|
|
2020
Q4 | – | Sell |
-297
| Closed | -$17K | – | 151 |
|
|
2020
Q3 | $17K | Buy |
+297
| New | +$17K | 0.01% | 151 |
|