WBH Advisory’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,530
| Closed | -$203K | – | 316 |
|
|
2023
Q4 | $203K | Buy |
+3,530
| New | +$203K | 0.02% | 300 |
|
|
2023
Q2 | – | Sell |
-4,017
| Closed | -$254K | – | 306 |
|
|
2023
Q1 | $254K | Buy |
+4,017
| New | +$254K | 0.03% | 272 |
|
|
2022
Q3 | $213K | Buy |
+3,655
| New | +$213K | 0.03% | 275 |
|
|
2022
Q2 | – | Sell |
-2,891
| Closed | -$210K | – | 318 |
|
|
2022
Q1 | $210K | Buy |
2,891
+4
| +0.1% | +$291 | 0.03% | 298 |
|
|
2021
Q4 | $207K | Buy |
+2,887
| New | +$207K | 0.02% | 303 |
|