WR Wealth Planners’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $17.9K | Buy |
336
+17
| +5% | +$908 | 0.01% | 490 |
|
|
2024
Q3 | $20.2K | Hold |
319
| – | – | 0.01% | 479 |
|
|
2024
Q2 | $16.9K | Buy |
319
+8
| +3% | +$423 | 0.01% | 473 |
|
|
2024
Q1 | $16.8K | Buy |
+311
| New | +$16.8K | 0.01% | 487 |
|
|
2023
Q4 | – | Sell |
-839
| Closed | -$41.9K | – | 630 |
|
|
2023
Q3 | $41.9K | Buy |
839
+3
| +0.4% | +$150 | 0.02% | 340 |
|
|
2023
Q2 | $50K | Buy |
836
+3
| +0.4% | +$179 | 0.02% | 315 |
|
|
2023
Q1 | $52.7K | Buy |
833
+232
| +39% | +$14.7K | 0.02% | 314 |
|
|
2022
Q4 | $38.1K | Buy |
601
+4
| +0.7% | +$254 | 0.02% | 185 |
|
|
2022
Q3 | $34.8K | Buy |
597
+2
| +0.3% | +$116 | 0.02% | 184 |
|
|
2022
Q2 | $40.6K | Buy |
595
+326
| +121% | +$22.2K | 0.03% | 189 |
|
|
2022
Q1 | $18.6K | Buy |
+269
| New | +$18.6K | 0.01% | 237 |
|