Sage Investment Advisers’s Realty Income O Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$426K Buy
6,711
+1
+0% +$63 0.45% 48
2024
Q2
$354K Buy
6,710
+298
+5% +$15.7K 0.4% 50
2024
Q1
$347K Buy
+6,412
New +$347K 0.4% 50