TWA
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Trace Wealth Advisors’s Realty Income O Stock Holding History

Trace Wealth Advisors’s Portfolio O Stock Details O Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$346K Hold
6,000
– – 0.28% 42
2025
Q1 		$348K Hold
6,000
– – 0.31% 44
2024
Q4 		$320K Buy
+6,000
New +$320K 0.29% 47