Vawter Financial’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 |
-13,532
| Closed | -$785K | – | 76 |
|
|
2025
Q1 | $785K | Hold |
13,532
| – | – | 0.44% | 40 |
|
|
2024
Q4 | $723K | Sell |
13,532
-140
| -1% | -$7.48K | 0.43% | 39 |
|
|
2024
Q3 | $867K | Hold |
13,672
| – | – | 0.53% | 36 |
|
|
2024
Q2 | $722K | Sell |
13,672
-100
| -0.7% | -$5.28K | 0.5% | 38 |
|
|
2024
Q1 | $745K | Sell |
13,772
-600
| -4% | -$32.5K | 0.54% | 32 |
|
|
2023
Q4 | $825K | Sell |
14,372
-765
| -5% | -$43.9K | 0.65% | 30 |
|
|
2023
Q3 | $756K | Sell |
15,137
-190
| -1% | -$9.49K | 0.86% | 26 |
|
|
2023
Q2 | $916K | Sell |
15,327
-450
| -3% | -$26.9K | 0.79% | 26 |
|
|
2023
Q1 | $999K | Buy |
15,777
+76
| +0.5% | +$4.81K | 1.01% | 21 |
|
|
2022
Q4 | $996K | Buy |
+15,701
| New | +$996K | 1.16% | 19 |
|