PWA
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Principia Wealth Advisory’s Realty Income O Stock Holding History

Principia Wealth Advisory’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 		$3.86K Buy
67
+7
+12% +$403 ﹤0.01% 268
2025
Q1 		$3.24K Buy
60
+37
+161% +$2K ﹤0.01% 229
2024
Q4 		$1.23K Buy
+23
New +$1.23K ﹤0.01% 322