Solidarity Wealth’s Realty Income O Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-6,119
| Closed | -$307K | – | 91 |
|
2023
Q3 | $307K | Sell |
6,119
-203
| -3% | -$10.2K | 0.11% | 69 |
|
2023
Q2 | $380K | Sell |
6,322
-77
| -1% | -$4.62K | 0.16% | 66 |
|
2023
Q1 | $407K | Buy |
+6,399
| New | +$407K | 0.18% | 64 |
|
2022
Q3 | $399K | Buy |
6,328
+834
| +15% | +$52.6K | 0.23% | 76 |
|
2022
Q2 | $407K | Buy |
5,494
+2,051
| +60% | +$152K | 0.22% | 71 |
|
2022
Q1 | $255K | Buy |
+3,443
| New | +$255K | 0.14% | 100 |
|