Total Clarity Wealth Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,873
| Closed | -$516K | – | 250 |
|
|
2022
Q3 | $516K | Sell |
8,873
-151
| -2% | -$8.78K | 0.32% | 83 |
|
|
2022
Q2 | $616K | Sell |
9,024
-781
| -8% | -$53.3K | 0.32% | 74 |
|
|
2022
Q1 | $679K | Sell |
9,805
-27
| -0.3% | -$1.87K | 0.37% | 70 |
|
|
2021
Q4 | $704K | Sell |
9,832
-323
| -3% | -$23.1K | 0.32% | 81 |
|
|
2021
Q3 | $638K | Buy |
+10,155
| New | +$638K | 0.3% | 86 |
|
|
2021
Q2 | – | Sell |
-320
| Closed | -$20K | – | 557 |
|
|
2021
Q1 | $20K | Buy |
+320
| New | +$20K | 0.01% | 461 |
|