Wendell David Associates’s Realty Income O Stock Holding History

Wendell David Associates’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$225K	Hold
2023 Q1	$238K	Hold
2022 Q4	$238K	Hold
2022 Q3	$219K	Buy
2022 Q2	$236K	Buy
2022 Q1	$212K	Buy