Realty Income shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Realty Income (O) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Realty Income
Tip: Access up to 7 years of quarterly data
All positions including Realty Income held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Realty Income by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38k | 700 | 54.10 |
| 2023-12-31 | $40k | 700 | 57.42 |
| 2023-09-30 | $35k | 700 | 49.94 |
| 2023-06-30 | $42k | 700 | 59.79 |
| 2023-03-31 | $25k | 400 | 63.32 |
| 2022-12-31 | $25k | 400 | 63.43 |