Wolff Wiese Magana’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 | $73.9K | Buy |
1,283
+305
| +31% | +$17.6K | 0.05% | 171 |
|
|
2025
Q1 | $56.7K | Buy |
978
+4
| +0.4% | +$232 | 0.04% | 179 |
|
|
2024
Q4 | $52K | Buy |
974
+4
| +0.4% | +$214 | 0.03% | 191 |
|
|
2024
Q3 | $61.5K | Sell |
970
-50
| -5% | -$3.17K | 0.04% | 169 |
|
|
2024
Q2 | $53.9K | Sell |
1,020
-190
| -16% | -$10K | 0.04% | 156 |
|
|
2024
Q1 | $65.5K | Buy |
1,210
+60
| +5% | +$3.25K | 0.06% | 129 |
|
|
2023
Q4 | $66K | Sell |
1,150
-1,877
| -62% | -$108K | 0.06% | 128 |
|
|
2023
Q3 | $151K | Sell |
3,027
-272
| -8% | -$13.6K | 0.12% | 110 |
|
|
2023
Q2 | $197K | Sell |
3,299
-873
| -21% | -$52.2K | 0.15% | 95 |
|
|
2023
Q1 | $264K | Buy |
4,172
+52
| +1% | +$3.29K | 0.21% | 81 |
|
|
2022
Q4 | $261K | Sell |
4,120
-4
| -0.1% | -$254 | 0.22% | 79 |
|
|
2022
Q3 | $240K | Sell |
4,124
-95
| -2% | -$5.53K | 0.19% | 92 |
|
|
2022
Q2 | $288K | Buy |
4,219
+113
| +3% | +$7.71K | 0.21% | 89 |
|
|
2022
Q1 | $285K | Buy |
4,106
+1
| +0% | +$69 | 0.19% | 97 |
|
|
2021
Q4 | $294K | Buy |
4,105
+514
| +14% | +$36.8K | 0.19% | 103 |
|
|
2021
Q3 | $226K | Hold |
3,591
| – | – | 0.16% | 117 |
|
|
2021
Q2 | $232K | Buy |
3,591
+237
| +7% | +$15.3K | 0.17% | 111 |
|
|
2021
Q1 | $206K | Hold |
3,354
| – | – | 0.16% | 115 |
|
|
2020
Q4 | $202K | Buy |
+3,354
| New | +$202K | 0.17% | 108 |
|