Ridgecrest Wealth Partners’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,718	Closed	-$322K	–	107
2022 Q2	$322K	Buy	4,718 +1,789	+61%	+$122K	0.23%	76
2022 Q1	$203K	Hold	2,929	–	–	0.13%	101
2021 Q4	$210K	Buy	+2,929	New	+$210K	0.1%	113