SWP
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Sagespring Wealth Partners’s Realty Income O Stock Holding History

Sagespring Wealth Partners’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 		$2.05M Buy
35,510
+2,886
+9% +$166K 0.04% 171
2025
Q1 		$1.89M Buy
32,624
+9,169
+39% +$532K 0.05% 161
2024
Q4 		$1.25M Buy
+23,455
New +$1.25M 0.03% 188