TWD
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True Wealth Design’s Realty Income O Stock Holding History

True Wealth Design’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 		$2.77K Buy
48
+17
+55% +$980 ﹤0.01% 1039
2025
Q1 		$1.8K Buy
31
+17
+121% +$987 ﹤0.01% 1046
2024
Q4 		$749 Buy
+14
New +$749 ﹤0.01% 1013