WealthShield 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 | $1.78M | Buy |
30,958
+1,445
| +5% | +$83.2K | 0.22% | 121 |
|
|
2025
Q1 | $1.71M | Buy |
29,513
+4,906
| +20% | +$285K | 0.22% | 117 |
|
|
2024
Q4 | $1.31M | Buy |
+24,607
| New | +$1.31M | 0.19% | 127 |
|
|
2021
Q3 | – | Sell |
-987
| Closed | -$64K | – | 565 |
|
|
2021
Q2 | $64K | Buy |
987
+87
| +10% | +$5.64K | 0.01% | 429 |
|
|
2021
Q1 | $55K | Buy |
+900
| New | +$55K | 0.01% | 436 |
|