SMART 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 | – | Sell |
-14,408
| Closed | -$836K | – | 189 |
|
|
2025
Q1 | $836K | Buy |
14,408
+634
| +5% | +$36.8K | 0.3% | 80 |
|
|
2024
Q4 | $736K | Sell |
13,774
-4,979
| -27% | -$266K | 0.26% | 88 |
|
|
2024
Q3 | $1.19M | Buy |
18,753
+4,811
| +35% | +$305K | 0.47% | 51 |
|
|
2024
Q2 | $736K | Buy |
13,942
+3,548
| +34% | +$187K | 0.3% | 61 |
|
|
2024
Q1 | $562K | Buy |
+10,394
| New | +$562K | 0.25% | 65 |
|