SDAM
Shulman DeMeo Asset Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,405
| Closed | -$204K | – | 131 |
|
|
2023
Q2 | $204K | Buy |
+3,405
| New | +$204K | 0.06% | 120 |
|
|
2022
Q3 | – | Sell |
-3,648
| Closed | -$249K | – | 134 |
|
|
2022
Q2 | $249K | Buy |
3,648
+87
| +2% | +$5.94K | 0.08% | 111 |
|
|
2022
Q1 | $247K | Sell |
3,561
-151
| -4% | -$10.5K | 0.07% | 124 |
|
|
2021
Q4 | $266K | Buy |
3,712
+553
| +18% | +$39.6K | 0.07% | 121 |
|
|
2021
Q3 | $205K | Buy |
+3,159
| New | +$205K | 0.18% | 81 |
|
|
2021
Q2 | – | Sell |
-3,159
| Closed | -$201K | – | 119 |
|
|
2021
Q1 | $201K | Sell |
3,159
-97
| -3% | -$6.17K | 0.05% | 130 |
|
|
2020
Q4 | $202K | Buy |
+3,256
| New | +$202K | 0.06% | 131 |
|
|
2020
Q1 | – | Sell |
-4,047
| Closed | -$298K | – | 115 |
|
|
2019
Q4 | $298K | Buy |
4,047
+239
| +6% | +$17.6K | 0.1% | 94 |
|
|
2019
Q3 | $292K | Hold |
3,808
| – | – | 0.1% | 100 |
|
|
2019
Q2 | $263K | Buy |
3,808
+129
| +4% | +$8.91K | 0.1% | 102 |
|
|
2019
Q1 | $271K | Buy |
+3,679
| New | +$271K | 0.1% | 94 |
|