PWA
O icon

Physician Wealth Advisors’s Realty Income O Stock Holding History

Physician 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 		$35K Sell
607
-369
-38% -$21.3K 0.01% 403
2025
Q1 		$56.6K Buy
976
+379
+63% +$22K 0.01% 314
2024
Q4 		$31.9K Buy
+597
New +$31.9K 0.01% 409