Syverson Strege & Co’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,583
| Closed | -$100K | – | 436 |
|
|
2023
Q1 | $100K | Buy |
1,583
+42
| +3% | +$2.66K | 0.04% | 89 |
|
|
2022
Q4 | $97.7K | Sell |
1,541
-303
| -16% | -$19.2K | 0.04% | 95 |
|
|
2022
Q3 | $107K | Sell |
1,844
-816
| -31% | -$47.3K | 0.05% | 86 |
|
|
2022
Q2 | $182K | Buy |
2,660
+212
| +9% | +$14.5K | 0.07% | 72 |
|
|
2022
Q1 | $170K | Buy |
2,448
+11
| +0.5% | +$764 | 0.18% | 68 |
|
|
2021
Q4 | $174K | Sell |
2,437
-67
| -3% | -$4.78K | 0.13% | 73 |
|
|
2021
Q3 | $157K | Buy |
2,504
+11
| +0.4% | +$690 | 0.13% | 74 |
|
|
2021
Q2 | $161K | Buy |
2,493
+11
| +0.4% | +$710 | 0.14% | 68 |
|
|
2021
Q1 | $153K | Buy |
2,482
+12
| +0.5% | +$740 | 0.16% | 67 |
|
|
2020
Q4 | $149K | Buy |
+2,470
| New | +$149K | 0.14% | 65 |
|