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BSW Wealth Partners’s Realty Income O Stock Holding History

BSW Wealth Partners’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
Q4 		– Sell
-3,399
Closed -$216K – 319
2024
Q3 		$216K Buy
+3,399
New +$216K 0.03% 274