SVWAG
Sound View Wealth Advisors Group’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Buy |
7,785
+279
| +4% | +$16.1K | 0.03% | 282 |
|
|
2025
Q1 | $435K | Buy |
7,506
+792
| +12% | +$45.9K | 0.04% | 275 |
|
|
2024
Q4 | $359K | Buy |
6,714
+138
| +2% | +$7.37K | 0.03% | 307 |
|
|
2024
Q3 | $417K | Buy |
6,576
+2,740
| +71% | +$174K | 0.03% | 286 |
|
|
2024
Q2 | $203K | Buy |
3,836
+77
| +2% | +$4.07K | 0.02% | 350 |
|
|
2024
Q1 | $203K | Sell |
3,759
-339
| -8% | -$18.3K | 0.02% | 359 |
|
|
2023
Q4 | $235K | Sell |
4,098
-116
| -3% | -$6.66K | 0.03% | 348 |
|
|
2023
Q3 | $210K | Buy |
4,214
+458
| +12% | +$22.9K | 0.03% | 346 |
|
|
2023
Q2 | $225K | Buy |
3,756
+111
| +3% | +$6.64K | 0.03% | 336 |
|
|
2023
Q1 | $231K | Sell |
3,645
-453
| -11% | -$28.7K | 0.03% | 326 |
|
|
2022
Q4 | $235K | Buy |
+4,098
| New | +$235K | 0.03% | 348 |
|
|
2019
Q4 | – | Sell |
-2,768
| Closed | -$212K | – | 241 |
|
|
2019
Q3 | $212K | Buy |
+2,768
| New | +$212K | 0.06% | 230 |
|