Valued Wealth Advisors’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 | $1.44K | Hold |
25
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $1.45K | Hold |
25
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $1.34K | Sell |
25
-3
| -11% | -$160 | ﹤0.01% | 446 |
|
|
2024
Q3 | $1.78K | Buy |
28
+25
| +833% | +$1.59K | ﹤0.01% | 387 |
|
|
2024
Q2 | $159 | Hold |
3
| – | – | ﹤0.01% | 573 |
|
|
2024
Q1 | $164 | Sell |
3
-8
| -73% | -$437 | ﹤0.01% | 561 |
|
|
2023
Q4 | $535 | Buy |
+11
| New | +$535 | ﹤0.01% | 430 |
|