PJWM
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Philip James Wealth Mangement’s Realty Income O Stock Holding History

Philip James Wealth Mangement’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,674
Closed -$211K – 82
2023
Q4 		$211K Buy
+3,674
New +$211K 0.16% 72