Strategic Wealth Investment Group’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $289K | Buy |
|
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|
2023
Q1 | $303K | Buy |
|
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|
2022
Q4 | $313K | Buy |
|
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|
2022
Q3 | $272K | Buy |
|
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $317K | Sell |
|
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|
2021
Q4 | $336K | Buy |
|
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|
2021
Q3 | $294K | Buy |
|
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|
2021
Q2 | $301K | Sell |
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|
2021
Q1 | $429K | Buy |
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|
2020
Q4 | $357K | Buy |
|
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|
2020
Q3 | $345K | Buy |
|
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|
2020
Q2 | $336K | Sell |
|
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|
2020
Q1 | $295K | Buy |
|