Trajan Wealth’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 | – | Sell |
-5,038
| Closed | -$292K | – | 155 |
|
|
2025
Q1 | $292K | Buy |
5,038
+935
| +23% | +$54.2K | 0.02% | 128 |
|
|
2024
Q4 | $219K | Buy |
4,103
+299
| +8% | +$16K | 0.01% | 155 |
|
|
2024
Q3 | $241K | Buy |
+3,804
| New | +$241K | 0.01% | 160 |
|
|
2024
Q2 | – | Sell |
-5,203
| Closed | -$281K | – | 176 |
|
|
2024
Q1 | $281K | Buy |
+5,203
| New | +$281K | 0.02% | 138 |
|