Quotient Wealth Partners’s Realty Income O Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Buy	+4,192	New	+$242K	0.01%	314
2024 Q4	–	Sell	-3,235	Closed	-$205K	–	333
2024 Q3	$205K	Buy	+3,235	New	+$205K	0.01%	307