9WM
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9258 Wealth Management’s Realty Income O Stock Holding History

9258 Wealth Management’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$389K Buy
6,141
+537
+10% +$34.1K 0.06% 239
2024
Q2 		$296K Buy
+5,604
New +$296K 0.05% 270