Axxcess Wealth Management’s Realty Income O Stock Holding History

Axxcess Wealth Management’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$210K	Sell
2025 Q1	$218K	Sell
2024 Q4	$215K	Sell
2024 Q3	$274K	Sell
2024 Q2	$231K	Buy
2023 Q2	–	Sell
2023 Q1	$242K	Buy
2022 Q4	$208K	Buy