WR Wealth Planners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.9K | Buy |
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|
2024
Q3 | $20.2K | Hold |
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|
2024
Q2 | $16.9K | Buy |
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|
2024
Q1 | $16.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $41.9K | Buy |
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|
2023
Q2 | $50K | Buy |
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|
2023
Q1 | $52.7K | Buy |
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|
2022
Q4 | $38.1K | Buy |
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|
2022
Q3 | $34.8K | Buy |
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|
2022
Q2 | $40.6K | Buy |
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|
2022
Q1 | $18.6K | Buy |
|