Y.D. More Investments’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 | $206K | Buy |
3,609
+721
| +25% | +$41.1K | 0.01% | 203 |
|
2025
Q1 | $168K | Buy |
2,888
+391
| +16% | +$22.7K | 0.01% | 220 |
|
2024
Q4 | $133K | Buy |
2,497
+55
| +2% | +$2.94K | 0.01% | 230 |
|
2024
Q3 | $155K | Buy |
2,442
+243
| +11% | +$15.4K | 0.02% | 212 |
|
2024
Q2 | $116K | Buy |
+2,199
| New | +$116K | 0.01% | 230 |
|
2023
Q3 | – | Sell |
-20
| Closed | -$1.2K | – | 358 |
|
2023
Q2 | $1.2K | Hold |
20
| – | – | ﹤0.01% | 317 |
|
2023
Q1 | $1.27K | Buy |
20
+5
| +33% | +$317 | ﹤0.01% | 340 |
|
2022
Q4 | $960 | Buy |
+15
| New | +$960 | ﹤0.01% | 397 |
|