Veritable’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $442K | Sell |
|
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|
2022
Q3 | $540K | Buy |
|
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|
2022
Q2 | $533K | Buy |
|
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|
2022
Q1 | $445K | Buy |
|
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|
2021
Q4 | $408K | Buy |
|
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|
2021
Q3 | $323K | Buy |
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|
2021
Q2 | $329K | Buy |
|
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|
2021
Q1 | $304K | Buy |
|
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|
2020
Q4 | $286K | Buy |
|
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $253K | Sell |
|
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $393K | Buy |
|
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|
2019
Q2 | $333K | Buy |
|
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|
2019
Q1 | $346K | Buy |
|
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|
2018
Q4 | $285K | Buy |
|
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|
2018
Q2 | – | Sell |
|
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|
2018
Q1 | $233K | Sell |
|
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|
2017
Q4 | $263K | Sell |
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|
2017
Q3 | $306K | Buy |
|
|||||
|
2017
Q2 | $290K | Buy |
|
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|
2016
Q4 | – | Sell |
|
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|
2016
Q3 | $366K | Buy |
|
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|
2016
Q2 | $245K | Buy |
|
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|
2016
Q1 | $203K | Buy |
|