SIA
Schechter Investment Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,373
| Closed | -$214K | – | 693 |
|
|
2024
Q3 | $214K | Buy |
+3,373
| New | +$214K | 0.02% | 573 |
|
|
2023
Q2 | – | Sell |
-4,468
| Closed | -$283K | – | 693 |
|
|
2023
Q1 | $283K | Buy |
4,468
+1,017
| +29% | +$64.4K | 0.03% | 535 |
|
|
2022
Q4 | $219K | Buy |
+3,451
| New | +$219K | 0.02% | 724 |
|
|
2022
Q3 | – | Sell |
-3,563
| Closed | -$243K | – | 975 |
|
|
2022
Q2 | $243K | Buy |
+3,563
| New | +$243K | 0.02% | 783 |
|