WMS
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Wealth Management Solutions’s Realty Income O Stock Holding History

Wealth Management Solutions’s Portfolio O Stock Details O Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,933
Closed -$200K – 92
2022
Q2 		$200K Buy
2,933
+5
+0.2% +$341 0.11% 88
2022
Q1 		$203K Sell
2,928
-640
-18% -$44.4K 0.11% 105
2021
Q4 		$255K Buy
+3,568
New +$255K 0.13% 101