PWS
O icon

Peterson Wealth Services’s Realty Income O Stock Holding History

Peterson Wealth Services’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 		$1.93M Buy
33,489
+1,084
+3% +$62.5K 0.53% 46
2025
Q1 		$1.88M Buy
32,405
+4,994
+18% +$290K 0.58% 46
2024
Q4 		$1.46M Buy
+27,411
New +$1.46M 0.44% 54