WAAG
Wealth Alliance Advisory Group’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,307
| Closed | -$492K | – | 208 |
|
|
2024
Q2 | $492K | Sell |
9,307
-197
| -2% | -$10.4K | 0.11% | 106 |
|
|
2024
Q1 | $514K | Buy |
9,504
+254
| +3% | +$13.7K | 0.12% | 103 |
|
|
2023
Q4 | $531K | Sell |
9,250
-11
| -0.1% | -$632 | 0.14% | 96 |
|
|
2023
Q3 | $462K | Buy |
9,261
+577
| +7% | +$28.8K | 0.14% | 92 |
|
|
2023
Q2 | $519K | Buy |
8,684
+229
| +3% | +$13.7K | 0.18% | 85 |
|
|
2023
Q1 | $535K | Buy |
8,455
+3,618
| +75% | +$229K | 0.2% | 79 |
|
|
2022
Q4 | $307K | Buy |
+4,837
| New | +$307K | 0.12% | 115 |
|