GW
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GW & Wade’s Realty Income O Stock Holding History

GW & Wade’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$1.22M Buy
21,289
+3,396
+19% +$195K 0.04% 209
2023
Q3 		$894K Buy
+17,893
New +$894K 0.03% 224