YWM
Yoder Wealth Management’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
4,815
+264
| +6% | +$15.2K | 0.14% | 89 |
|
|
2025
Q1 | $264K | Buy |
4,551
+22
| +0.5% | +$1.28K | 0.15% | 90 |
|
|
2024
Q4 | $242K | Buy |
4,529
+236
| +5% | +$12.6K | 0.13% | 93 |
|
|
2024
Q3 | $272K | Buy |
+4,293
| New | +$272K | 0.16% | 90 |
|
|
2024
Q2 | – | Sell |
-3,707
| Closed | -$201K | – | 110 |
|
|
2024
Q1 | $201K | Buy |
+3,707
| New | +$201K | 0.13% | 105 |
|