VELA Investment Management’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,037
| Closed | -$381K | – | 150 |
|
|
2024
Q1 | $381K | Hold |
7,037
| – | – | 0.13% | 124 |
|
|
2023
Q4 | $404K | Hold |
7,037
| – | – | 0.15% | 123 |
|
|
2023
Q3 | $351K | Buy |
7,037
+706
| +11% | +$35.3K | 0.15% | 120 |
|
|
2023
Q2 | $379K | Hold |
6,331
| – | – | 0.17% | 121 |
|
|
2023
Q1 | $401K | Buy |
6,331
+499
| +9% | +$31.6K | 0.18% | 121 |
|
|
2022
Q4 | $370K | Hold |
5,832
| – | – | 0.18% | 121 |
|
|
2022
Q3 | $339K | Buy |
5,832
+1,612
| +38% | +$93.7K | 0.19% | 119 |
|
|
2022
Q2 | $288K | Buy |
+4,220
| New | +$288K | 0.16% | 127 |
|