SteelPeak 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 | $909K | Buy |
+15,772
| New | +$909K | 0.04% | 267 |
|
|
2025
Q1 | – | Sell |
-90,995
| Closed | -$4.86M | – | 532 |
|
|
2024
Q4 | $4.86M | Buy |
90,995
+75,916
| +503% | +$4.05M | 0.2% | 92 |
|
|
2024
Q3 | $956K | Buy |
+15,079
| New | +$956K | 0.04% | 229 |
|
|
2024
Q2 | – | Sell |
-13,920
| Closed | -$757K | – | 486 |
|
|
2024
Q1 | $757K | Sell |
13,920
-392
| -3% | -$21.3K | 0.04% | 242 |
|
|
2023
Q4 | $825K | Sell |
14,312
-10,124
| -41% | -$584K | 0.05% | 220 |
|
|
2023
Q3 | $1.23M | Buy |
24,436
+3,905
| +19% | +$196K | 0.08% | 169 |
|
|
2023
Q2 | $1.23M | Buy |
+20,531
| New | +$1.23M | 0.07% | 165 |
|
|
2022
Q4 | – | Sell |
-4,198
| Closed | -$245K | – | 434 |
|
|
2022
Q3 | $245K | Buy |
+4,198
| New | +$245K | 0.02% | 342 |
|
|
2022
Q2 | – | Sell |
-3,558
| Closed | -$247K | – | 434 |
|
|
2022
Q1 | $247K | Buy |
+3,558
| New | +$247K | 0.01% | 354 |
|