RW Investment Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,763
| Closed | -$204K | – | 92 |
|
|
2024
Q1 | $204K | Buy |
+3,763
| New | +$204K | 0.03% | 88 |
|
|
2023
Q3 | – | Sell |
-3,378
| Closed | -$202K | – | 86 |
|
|
2023
Q2 | $202K | Hold |
3,378
| – | – | 0.04% | 85 |
|
|
2023
Q1 | $214K | Hold |
3,378
| – | – | 0.06% | 82 |
|
|
2022
Q4 | $214K | Buy |
+3,378
| New | +$214K | 0.08% | 78 |
|