West Branch Capital’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.99K | – | 457 |
|
|
2023
Q3 | $4.99K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $5.98K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $6.33K | Hold |
100
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $6.34K | Hold |
100
| – | – | ﹤0.01% | 320 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2021
Q4 | $7K | Sell |
100
-3
| -3% | -$210 | ﹤0.01% | 354 |
|
|
2021
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $7K | Buy |
+103
| New | +$7K | ﹤0.01% | 348 |
|