Pathstone Family Office’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q3 | $18K | Buy |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Buy |
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