Private Wealth Management Group’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 | $39.9K | Buy |
692
+18
| +3% | +$1.04K | 0.01% | 196 |
|
|
2025
Q1 | $39.1K | Buy |
674
+150
| +29% | +$8.7K | 0.01% | 198 |
|
|
2024
Q4 | $28K | Sell |
524
-31
| -6% | -$1.66K | 0.01% | 242 |
|
|
2024
Q3 | $35.2K | Hold |
555
| – | – | 0.01% | 200 |
|
|
2024
Q2 | $29.3K | Hold |
555
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $30K | Hold |
555
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $31.9K | Buy |
+555
| New | +$31.9K | 0.02% | 210 |
|