WPA
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Wealth Preservation Advisors’s Realty Income O Stock Holding History

Wealth Preservation 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 		$94.5K Sell
1,640
-470
-22% -$27.1K 0.06% 137
2025
Q1 		$122K Buy
+2,110
New +$122K 0.09% 108