PWAM
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Private Wealth Asset Management’s Realty Income O Stock Holding History

Private Wealth Asset Management’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 		$45.1K Sell
784
-2,443
-76% -$141K 0.01% 412
2025
Q1 		$187K Buy
+3,227
New +$187K 0.03% 239