Wealthcare Advisory Partners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
32,375
+10,106
| +45% | +$582K | 0.04% | 342 |
|
|
2025
Q1 | $1.29M | Buy |
22,269
+2,066
| +10% | +$120K | 0.03% | 389 |
|
|
2024
Q4 | $1.08M | Buy |
20,203
+3,414
| +20% | +$182K | 0.03% | 402 |
|
|
2024
Q3 | $1.06M | Buy |
+16,789
| New | +$1.06M | 0.03% | 406 |
|
|
2023
Q2 | – | Sell |
-5,504
| Closed | -$349K | – | 745 |
|
|
2023
Q1 | $349K | Buy |
5,504
+761
| +16% | +$48.2K | 0.02% | 538 |
|
|
2022
Q4 | $301K | Sell |
4,743
-1,011
| -18% | -$64.1K | 0.01% | 540 |
|
|
2022
Q3 | $335K | Buy |
5,754
+177
| +3% | +$10.3K | 0.02% | 459 |
|
|
2022
Q2 | $381K | Buy |
5,577
+169
| +3% | +$11.5K | 0.02% | 381 |
|
|
2022
Q1 | $375K | Buy |
5,408
+41
| +0.8% | +$2.84K | 0.02% | 362 |
|
|
2021
Q4 | $384K | Buy |
+5,367
| New | +$384K | 0.02% | 382 |
|
|
2021
Q2 | – | Sell |
-5,093
| Closed | -$313K | – | 1417 |
|
|
2021
Q1 | $313K | Buy |
+5,093
| New | +$313K | 0.02% | 383 |
|
|
2020
Q4 | – | Sell |
-4,002
| Closed | -$236K | – | 449 |
|
|
2020
Q3 | $236K | Buy |
+4,002
| New | +$236K | 0.03% | 308 |
|
|
2020
Q2 | – | Sell |
-4,343
| Closed | -$210K | – | 1034 |
|
|
2020
Q1 | $210K | Sell |
4,343
-384
| -8% | -$18.6K | 0.03% | 258 |
|
|
2019
Q4 | $337K | Sell |
4,727
-87
| -2% | -$6.2K | 0.04% | 223 |
|
|
2019
Q3 | $358K | Buy |
4,814
+5
| +0.1% | +$372 | 0.05% | 188 |
|
|
2019
Q2 | $321K | Sell |
4,809
-208
| -4% | -$13.9K | 0.05% | 197 |
|
|
2019
Q1 | $358K | Buy |
5,017
+2,206
| +78% | +$157K | 0.06% | 166 |
|
|
2018
Q4 | $172K | Sell |
2,811
-1,170
| -29% | -$71.6K | 0.03% | 224 |
|
|
2018
Q3 | $219K | Sell |
3,981
-709
| -15% | -$39K | 0.04% | 206 |
|
|
2018
Q2 | $244K | Buy |
4,690
+282
| +6% | +$14.7K | 0.05% | 190 |
|
|
2018
Q1 | $221K | Buy |
4,408
+1,540
| +54% | +$77.2K | 0.05% | 186 |
|
|
2017
Q4 | $158K | Buy |
2,868
+520
| +22% | +$28.6K | 0.04% | 202 |
|
|
2017
Q3 | $130K | Buy |
+2,348
| New | +$130K | 0.04% | 187 |
|