MSWA
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Marshall & Sterling Wealth Advisors’s Realty Income O Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$7.55K Sell
131
-18
-12% -$1.04K 0.01% 392
2025
Q1 		$8.65K Buy
+149
New +$8.65K 0.01% 342