Cherry Tree Wealth Management’s Realty Income O Stock Holding History

Cherry Tree Wealth Management’s Portfolio O Stock Details O Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$120K	Sell
2025 Q2	$114K	Hold
2025 Q1	$115K	Hold
2024 Q4	$106K	Sell
2024 Q3	$126K	Hold
2024 Q2	$105K	Hold
2024 Q1	$107K	Hold
2023 Q4	$114K	Sell
2023 Q3	$99K	Hold
2023 Q2	$119K	Buy