RMR Wealth Builders’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,300
| Closed | -$209K | – | 217 |
|
|
2023
Q1 | $209K | Sell |
3,300
-45
| -1% | -$2.85K | 0.04% | 197 |
|
|
2022
Q4 | $212K | Sell |
3,345
-2,114
| -39% | -$134K | 0.05% | 179 |
|
|
2022
Q3 | $319K | Buy |
5,459
+174
| +3% | +$10.2K | 0.08% | 132 |
|
|
2022
Q2 | $361K | Buy |
5,285
+37
| +0.7% | +$2.53K | 0.09% | 129 |
|
|
2022
Q1 | $364K | Buy |
5,248
+195
| +4% | +$13.5K | 0.08% | 142 |
|
|
2021
Q4 | $363K | Buy |
5,053
+1,574
| +45% | +$113K | 0.1% | 84 |
|
|
2021
Q3 | $219K | Sell |
3,479
-175
| -5% | -$11K | 0.06% | 174 |
|
|
2021
Q2 | $237K | Sell |
3,654
-324
| -8% | -$21K | 0.08% | 155 |
|
|
2021
Q1 | $245K | Buy |
3,978
+2,702
| +212% | +$166K | 0.06% | 163 |
|
|
2020
Q4 | $77K | Sell |
1,276
-3,745
| -75% | -$226K | 0.04% | 221 |
|
|
2020
Q3 | $296K | Buy |
5,021
+4,538
| +940% | +$268K | 0.08% | 155 |
|
|
2020
Q2 | $28K | Buy |
+483
| New | +$28K | 0.03% | 280 |
|
|
2019
Q4 | $94K | Buy |
+1,321
| New | +$94K | 0.09% | 173 |
|