Successful Portfolios’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,764
| Closed | -$239K | – | 198 |
|
|
2022
Q4 | $239K | Sell |
3,764
-3
| -0.1% | -$190 | 0.16% | 155 |
|
|
2022
Q3 | $219K | Sell |
3,767
-20
| -0.5% | -$1.16K | 0.16% | 155 |
|
|
2022
Q2 | $259K | Sell |
3,787
-4
| -0.1% | -$274 | 0.17% | 145 |
|
|
2022
Q1 | $263K | Sell |
3,791
-16
| -0.4% | -$1.11K | 0.15% | 162 |
|
|
2021
Q4 | $273K | Sell |
3,807
-122
| -3% | -$8.75K | 0.15% | 156 |
|
|
2021
Q3 | $247K | Buy |
3,929
+207
| +6% | +$13K | 0.15% | 163 |
|
|
2021
Q2 | $241K | Buy |
3,722
+61
| +2% | +$3.95K | 0.15% | 173 |
|
|
2021
Q1 | $225K | Buy |
3,661
+74
| +2% | +$4.55K | 0.15% | 169 |
|
|
2020
Q4 | $216K | Sell |
3,587
-155
| -4% | -$9.33K | 0.16% | 161 |
|
|
2020
Q3 | $220K | Sell |
3,742
-18
| -0.5% | -$1.06K | 0.18% | 146 |
|
|
2020
Q2 | $217K | Buy |
+3,760
| New | +$217K | 0.19% | 143 |
|
|
2020
Q1 | – | Sell |
-3,759
| Closed | -$268K | – | 163 |
|
|
2019
Q4 | $268K | Hold |
3,759
| – | – | 0.24% | 113 |
|
|
2019
Q3 | $279K | Buy |
+3,759
| New | +$279K | 0.26% | 107 |
|