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Simplicity Wealth’s Realty Income O Stock Holding History

Simplicity Wealth’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 		$433K Buy
+7,512
New +$433K 0.02% 489
2024
Q3 		– Sell
-25,859
Closed -$1.37M – 977
2024
Q2 		$1.37M Buy
25,859
+3,233
+14% +$171K 0.03% 438
2024
Q1 		$1.22M Buy
+22,626
New +$1.22M 0.03% 464