Resurgent Financial Advisors’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-443
| Closed | -$25.4K | – | 384 |
|
|
2023
Q4 | $25.4K | Sell |
443
-1
| -0.2% | -$57 | 0.02% | 446 |
|
|
2023
Q3 | $22.2K | Buy |
444
+7
| +2% | +$350 | 0.02% | 462 |
|
|
2023
Q2 | $26.1K | Sell |
437
-80
| -15% | -$4.78K | 0.02% | 442 |
|
|
2023
Q1 | $32.7K | Sell |
517
-2,851
| -85% | -$181K | 0.02% | 401 |
|
|
2022
Q4 | $214K | Sell |
3,368
-295
| -8% | -$18.7K | 0.11% | 187 |
|
|
2022
Q3 | $213K | Sell |
3,663
-29
| -0.8% | -$1.69K | 0.14% | 176 |
|
|
2022
Q2 | $252K | Buy |
+3,692
| New | +$252K | 0.16% | 147 |
|