RWA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
17,503
-209
| -1% | -$12K | 0.01% | 329 |
|
|
2025
Q1 | $1.03M | Sell |
17,712
-2,139
| -11% | -$124K | 0.01% | 319 |
|
|
2024
Q4 | $1.06M | Sell |
19,851
-2,022
| -9% | -$108K | 0.01% | 316 |
|
|
2024
Q3 | $1.39M | Buy |
21,873
+625
| +3% | +$39.6K | 0.02% | 280 |
|
|
2024
Q2 | $1.12M | Sell |
21,248
-297
| -1% | -$15.7K | 0.01% | 285 |
|
|
2024
Q1 | $1.17M | Sell |
21,545
-219
| -1% | -$11.8K | 0.02% | 285 |
|
|
2023
Q4 | $1.25M | Buy |
21,764
+63
| +0.3% | +$3.62K | 0.02% | 265 |
|
|
2023
Q3 | $1.08M | Buy |
21,701
+118
| +0.5% | +$5.89K | 0.02% | 187 |
|
|
2023
Q2 | $1.29M | Buy |
+21,583
| New | +$1.29M | 0.03% | 160 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$3K | – | 561 |
|
|
2018
Q2 | $3K | Sell |
62
-63
| -50% | -$3.05K | ﹤0.01% | 724 |
|
|
2018
Q1 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 480 |
|