Pinnacle Wealth Planning Services’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 | $228K | Buy |
3,954
+245
| +7% | +$14.1K | 0.03% | 384 |
|
|
2025
Q1 | $215K | Buy |
+3,709
| New | +$215K | 0.03% | 344 |
|
|
2022
Q4 | – | Sell |
-4,066
| Closed | -$237K | – | 475 |
|
|
2022
Q3 | $237K | Sell |
4,066
-20
| -0.5% | -$1.17K | 0.04% | 287 |
|
|
2022
Q2 | $279K | Buy |
4,086
+442
| +12% | +$30.2K | 0.05% | 262 |
|
|
2022
Q1 | $253K | Buy |
+3,644
| New | +$253K | 0.05% | 310 |
|
|
2021
Q1 | – | Sell |
-664
| Closed | -$40K | – | 1421 |
|
|
2020
Q4 | $40K | Buy |
+664
| New | +$40K | 0.01% | 893 |
|