Tidemark’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 | $155K | Sell |
2,688
-179
| -6% | -$10.3K | 0.05% | 142 |
|
|
2025
Q1 | $166K | Sell |
2,867
-16
| -0.6% | -$928 | 0.06% | 129 |
|
|
2024
Q4 | $154K | Buy |
2,883
+4
| +0.1% | +$214 | 0.06% | 138 |
|
|
2024
Q3 | $183K | Buy |
2,879
+23
| +0.8% | +$1.46K | 0.07% | 113 |
|
|
2024
Q2 | $151K | Buy |
2,856
+743
| +35% | +$39.2K | 0.07% | 125 |
|
|
2024
Q1 | $114K | Buy |
2,113
+181
| +9% | +$9.79K | 0.06% | 156 |
|
|
2023
Q4 | $111K | Buy |
+1,932
| New | +$111K | 0.07% | 152 |
|