LWMI
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Legacy Wealth Management (Idaho)’s Realty Income O Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.5K Hold
200
– – 0.01% 292
2025
Q1 		$11.6K Hold
200
– – 0.01% 299
2024
Q4 		$10.8K Hold
200
– – 0.01% 273
2024
Q3 		$11.4K Buy
+200
New +$11.4K 0.01% 289