SlateStone Wealth’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 | $633K | Hold |
10,985
| – | – | 0.06% | 192 |
|
|
2025
Q1 | $637K | Buy |
10,985
+400
| +4% | +$23.2K | 0.06% | 186 |
|
|
2024
Q4 | $565K | Sell |
10,585
-100
| -0.9% | -$5.34K | 0.06% | 195 |
|
|
2024
Q3 | $678K | Sell |
10,685
-60
| -0.6% | -$3.81K | 0.06% | 186 |
|
|
2024
Q2 | $568K | Buy |
10,745
+47
| +0.4% | +$2.49K | 0.06% | 195 |
|
|
2024
Q1 | $579K | Buy |
+10,698
| New | +$579K | 0.06% | 186 |
|