Warner Financial’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,452
| Closed | -$219K | – | 94 |
|
|
2022
Q4 | $219K | Hold |
3,452
| – | – | 0.17% | 89 |
|
|
2022
Q3 | $201K | Hold |
3,452
| – | – | 0.16% | 82 |
|
|
2022
Q2 | $236K | Hold |
3,452
| – | – | 0.22% | 70 |
|
|
2022
Q1 | $239K | Hold |
3,452
| – | – | 0.19% | 73 |
|
|
2021
Q4 | $247K | Buy |
+3,452
| New | +$247K | 0.21% | 64 |
|