SLWA
O icon

San Luis Wealth Advisors’s Realty Income O Stock Holding History

San Luis 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 		$647K Sell
11,231
-589
-5% -$33.9K 0.14% 85
2025
Q1 		$686K Buy
+11,820
New +$686K 0.16% 68