WAG
Wiser Advisor Group’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-896
| Closed | -$52K | – | 185 |
|
|
2025
Q1 | $52K | Buy |
896
+12
| +1% | +$696 | 0.08% | 94 |
|
|
2024
Q4 | $47.2K | Buy |
884
+12
| +1% | +$641 | 0.07% | 100 |
|
|
2024
Q3 | $55.3K | Sell |
872
-59
| -6% | -$3.74K | 0.08% | 92 |
|
|
2024
Q2 | $49.1K | Buy |
931
+15
| +2% | +$792 | 0.08% | 95 |
|
|
2024
Q1 | $49.6K | Buy |
916
+12
| +1% | +$650 | 0.08% | 97 |
|
|
2023
Q4 | $51.9K | Buy |
+904
| New | +$51.9K | 0.09% | 92 |
|