Ted Buchan & Co’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,117
| Closed | -$277K | – | 96 |
|
|
2024
Q1 | $277K | Sell |
5,117
-8,561
| -63% | -$463K | 0.17% | 79 |
|
|
2023
Q4 | $785K | Sell |
13,678
-959
| -7% | -$55.1K | 0.57% | 40 |
|
|
2023
Q3 | $731K | Sell |
14,637
-1,868
| -11% | -$93.3K | 0.59% | 40 |
|
|
2023
Q2 | $987K | Buy |
16,505
+5,647
| +52% | +$338K | 0.76% | 28 |
|
|
2023
Q1 | $688K | Buy |
10,858
+390
| +4% | +$24.7K | 0.57% | 37 |
|
|
2022
Q4 | $664K | Buy |
+10,468
| New | +$664K | 0.61% | 41 |
|