Planned Solutions’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	-3,245	Closed	-$206K	–	463
2024 Q3	$206K	Buy	+3,245	New	+$206K	0.08%	109
2024 Q1	–	Sell	-200	Closed	-$11.5K	–	399
2023 Q4	$11.5K	Buy	+200	New	+$11.5K	0.01%	406